Unclaimed
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. Jeffrey has been in the industry since 2008 and holds multiple industry licenses including Series 6, 7, 24, 63, and 66. Jeffrey has been registered with the state of Washington since 2018. Jeffrey specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and charitable organizations. Jeffrey is committed to providing his clients with personalized advice and investment strategies 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.
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2
WA
08/19/2022 - Present
Eagle Strategies LLC (SPOKANE WA)
BOTH
Issued 03/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
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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