Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelin? Claim Your ProfileEvelin Freytas is a financial advisor registered with Eagle Strategies LLC. Evelin has been in the industry since 2011 and holds Series 6, 7TO, 63 and 65 licenses. Evelin specializes in providing financial planning, educational seminars, and portfolio management for individuals and charitable organizations. In addition to working at Eagle Strategies LLC, Evelin is also a Board Member for the Ecuadorian Volunteers Association and operates under the DBA name of Wealth Management of Chicago LLC d/b/a Mastermind Wealth Strategies LLC for the purpose of selling New York Life products and services as well as brokering non-registered insurance products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
02/21/2024 - Present
Eagle Strategies LLC (CHICAGO IL)
IA
Issued 02/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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