Unclaimed
Jenny Ong Kho is a registered investment advisor representative with Eagle Strategies LLC, with over 40 years of experience in the industry. Jenny holds Series 6, 22, and 63 licenses, as well as the SIE exam. Jenny works with high net worth individuals and corporations, as well as charitable organizations. Jenny also provides financial planning services, including investment planning, education planning, and retirement planning. Jenny is dedicated to helping clients 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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NY
08/07/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
BC
Issued 9/7/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 9/7/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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