Unclaimed
Jeffrey Joseph Chahine is a financial professional with over 18 years of experience in the financial services industry. Jeffrey is a registered representative of Eagle Strategies LLC, located in CANFIELD, OH and has been with the firm since October 2013. Jeffrey holds a Series 6, Series 63 and SIE licenses. Jeffrey specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals. In addition to Jeffrey's current role, Jeffrey is also a shareholder in Jeffrey J. Chahine, CPA, Inc. and is a partner in 5-Star Investors, LLC. Jeffrey has been a CPA since 1995. Jeffrey has experience in real estate development with Trilogy Asset Investments, Inc., where Jeffrey is a Chief Financial Officer.
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
OH
10/03/2013 - Present
Eagle Strategies LLC (CANFIELD OH)
OH
05/25/2007 - 12/20/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BOARDMAN OH)
OH
12/02/2004 - 05/30/2007
QUESTAR CAPITAL CORPORATION (BOARDMAN OH)
BC
Issued 12/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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