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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dale Meinbresse is a registered investment advisor representative with Eagle Strategies LLC in Spokane, Washington. Jeffrey Dale Meinbresse has been in the financial services industry since 2008. Jeffrey Dale Meinbresse is registered with the state of Washington and has a Series 6, 7, 24, 63, and 66 license. Jeffrey Dale Meinbresse is also registered with FINRA and is a registered representative of Eagle Strategies LLC. Jeffrey Dale Meinbresse specializes in providing financial planning, investment management, and educational seminars to individuals, corporations, and charitable organizations. Eagle Strategies LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm offers a variety of investment advisory services, including financial planning, portfolio management, and investment research.
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
08/19/2022 - Present
Eagle Strategies LLC (SPOKANE WA)
BOTH
Issued 3/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/4/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/6/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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