Unclaimed
Jane Leeka Fruin is a registered representative with Eagle Strategies LLC, located in Eugene, OR. Jane has over 35 years of experience in the financial services industry. Jane is registered with the state of Oregon and holds Series 6, 7, 63 and 66 securities licenses. Jane specializes in financial planning and portfolio management for individuals. Jane offers other services such as educational seminars, publication of periodicals and selection of other advisors. In addition to working with clients, Jane is also active in her community and is the owner of a rental property in Eugene. Jane is a motivational speaker for Christian women's retreats and other service 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
OR
09/10/2024 - Present
Eagle Strategies LLC (EUGENE OR)
OR
08/03/2000 - 02/28/2012
ALLSTATE FINANCIAL SERVICES, LLC (EUGENE OR)
AZ
08/25/1998 - 06/15/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IL
05/29/1997 - 08/04/1998
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
NY
10/05/1987 - 01/09/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/05/1987 - 01/09/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 9/3/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/6/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/6/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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