Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Frazier is a financial advisor with Eagle Strategies LLC. Henry is a registered representative with FINRA and holds the Series 6, 7, 63, and 66 licenses. Henry has been in the financial industry since 2015. Henry is also a registered investment advisor representative in California. Henry specializes in working with individuals, corporations, and charitable organizations. Henry's primary focus is on providing financial planning and portfolio management services. Henry also offers other advisory services such as pension consulting, educational seminars, and publication of periodicals. Henry is committed to providing his clients with personalized service and tailored solutions to meet their financial needs.
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
CA
01/26/2022 - Present
Eagle Strategies LLC (CONCORD CA)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/2/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/2/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Henry Frazier is the right advisor for you? Invested Better is here to help.
