Unclaimed
James Robert Vandre has been in the financial industry since June 1994. James Robert Vandre is a registered representative of Eagle Strategies LLC in MARYSVILLE, OH. James Robert Vandre has been registered with Eagle Strategies LLC since January 2007. James Robert Vandre is also a registered investment advisor representative of Eagle Strategies LLC in MARYSVILLE, OH. James Robert Vandre has been registered with Eagle Strategies LLC as an investment advisor representative since January 2007. James Robert Vandre has passed the Series 6, Series 7, Series 63, Series 66, and SIE exams. James Robert Vandre has been registered with FINRA for 17 years and has 8 approved state registrations. James Robert Vandre specializes in providing financial planning, pension consulting, and educational seminars.
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
OH
01/25/2007 - Present
Eagle Strategies LLC (MARYSVILLE OH)
OH
06/02/1994 - 10/19/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MARYSVILLE OH)
BOTH
Issued 10/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 5/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Vandre is the right advisor for you? Invested Better is here to help.