Unclaimed
Jay Bluhm is an investment advisor representative with Eagle Strategies LLC. Jay has been in the financial industry for over 10 years. Jay is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jay specializes in providing financial planning and portfolio management services to individuals and families. Jay has a strong background in investment management and financial planning. Jay is committed to providing his clients with personalized financial advice that meets their specific needs.
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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WA
10/24/2022 - Present
Eagle Strategies LLC (LYNDEN WA)
IA
Issued 10/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/6/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/6/2022
Series 7TO - General Securities Representative Examination
BC
Issued 2/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/4/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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