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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Jiaxuan Lee is an investment advisor representative with Eagle Strategies LLC, a firm that provides financial planning, pension consulting, educational seminars, and portfolio management services. Helena holds the Series 63, 65 and SIE licenses. She has been in the industry since March 13, 2019. Helena has been registered with FINRA and the State of New York since 2021. She is also registered as an Investment Advisor Representative with the State of New York. Helena has specialized experience working with high-net-worth individuals, insurance companies, corporations and other businesses, charitable organizations, and individuals other than high-net-worth.
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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NY
04/19/2023 - Present
Eagle Strategies LLC (FLUSHING NY)
IA
Issued 4/4/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/7/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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