Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Leeka Fruin is a financial advisor with Eagle Strategies LLC, a firm with a focus on providing financial planning, educational seminars, and portfolio management services for individuals, businesses, and charitable organizations. Jane holds a Series 6, Series 7TO, and Series 63 license, as well as the SIE exam. Jane has been in the financial industry since 1987 and has a broad range of experience, having worked with several other firms in the past. Jane has expertise in several areas, including insurance, retirement planning, and investment management. Jane is a strong advocate for her clients and works diligently to help them achieve their financial goals.
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 09/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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