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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 Yim is a financial advisor with Eagle Strategies LLC, a firm headquartered in New York, NY. Jeffrey has been in the financial services industry for over 2 years. Jeffrey holds Series 66, Series 7TO and SIE securities licenses. Jeffrey specializes in retirement planning, mutual funds and variable annuities. Jeffrey is also an Adjunct Professor of Philosophy at Concordia University Irvine.
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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CA
01/24/2025 - Present
Eagle Strategies LLC (Anaheim CA)
BOTH
Issued 06/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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