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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Logan Ostrander is a registered investment advisor representative with Eagle Strategies LLC. James has been in the financial services industry since March 1994. James holds multiple securities licenses including the Series 6, 7, 22 and 63 as well as the SIE and Series 65 exams. James works with a variety of client types, including high-net-worth individuals, corporations and other businesses, individuals, and charitable organizations. James's firm, Eagle Strategies LLC, offers a variety of financial planning services, including portfolio management, financial planning, pension consulting, and educational seminars. James has been registered with Eagle Strategies LLC since March 1999.
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
04/12/1999 - Present
Eagle Strategies LLC (IRVINE CA)
IA
Issued 03/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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