Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Eun Lee is an investment advisor representative with Eagle Strategies LLC. Grace is registered with the state of California. Grace has been in the financial industry since 2002. Grace works with individuals, high net worth individuals, corporations, and charitable organizations. The firm provides investment advice and financial planning services.
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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CA
10/18/2023 - Present
Eagle Strategies LLC (LOS ANGELES CA)
BOTH
Issued 10/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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