Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Robicheaux is a financial advisor with Eagle Strategies LLC. Jeremy has been in the financial services industry since 2006. Jeremy is a registered representative and investment advisor representative in Louisiana and Texas. Jeremy holds Series 6, 7, 63, and 65 securities licenses. Jeremy also holds the SIE exam. Jeremy specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Jeremy has experience working with clients in the high-net-worth, charitable organization, and corporate markets.
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
LA
03/13/2018 - Present
Eagle Strategies LLC (BATON ROUGE LA)
MS
05/05/2009 - 12/31/2009
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
LA
07/31/2006 - 01/12/2009
EDWARD JONES (WALKER LA)
IA
Issued 02/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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