Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Stolte is an Investment Advisor Representative at Eagle Strategies LLC. Irene has been active in the financial services industry since 2001 and is registered with the state of New Jersey. She is also registered with the state of Texas as a Resident Investment Advisor Representative. Irene is a highly experienced advisor who offers financial planning, pension consulting, educational seminars, and portfolio management services. Irene is committed to providing clients with personalized and comprehensive financial advice. She has extensive experience working with individuals, corporations, and charitable organizations. Irene is a member of MDRT, NAIFA, and BNI. She is also a volunteer and board member for several non-profit organizations.
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
NJ
07/09/2018 - Present
Eagle Strategies LLC (SOMERVILLE NJ)
BOTH
Issued 4/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/1/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/6/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Irene Stolte is the right advisor for you? Invested Better is here to help.
