Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Lynne Adams is an Investment Advisor Representative at Eagle Strategies LLC in GRAND ISLAND, NE. Heidi has been in the financial industry since 2014. Heidi is registered with the state of Nebraska, and she has a Series 66, Series 7 and SIE license. Heidi is also registered with the states of Arizona, Arkansas, California, Colorado, Florida, Iowa, Kansas, Kentucky, Michigan, Minnesota, Mississippi, Missouri, Nebraska, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Texas, Wisconsin, and Wyoming. Heidi is a member of the NAIFA-NE Heartland Association. Heidi's firm is Eagle Strategies LLC, which is based in New York, NY. Eagle Strategies LLC provides investment advice to individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. The firm also provides financial planning services, educational seminars, and publication of periodicals.
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.
1
2
NE
02/20/2024 - Present
Eagle Strategies LLC (GRAND ISLAND NE)
NE
09/24/2014 - 02/02/2018
NYLIFE SECURITIES LLC (GRAND ISLAND NE)
BOTH
Issued 10/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Heidi Adams is the right advisor for you? Invested Better is here to help.
