Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Haiyen Huang-evans is a financial advisor with Eagle Strategies LLC based in IRVINE, CA. Joan has been in the financial services industry since 1989 and has a wide range of experience in securities, investments, and financial planning. Joan is registered with the state of California to provide investment advisory services. Prior to joining Eagle Strategies LLC, Joan worked for Metlife Securities Inc., New England Securities and Metropolitan Life Insurance Company. Joan holds several professional licenses and designations, including the Series 6, 7, 9, 24, 26, 51 and 63.
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
05/16/2016 - Present
Eagle Strategies LLC (IRVINE CA)
CA
07/26/1989 - 04/03/2015
METLIFE SECURITIES INC. (BREA CA)
CA
11/11/2013 - 01/02/2015
NEW ENGLAND SECURITIES (LOS ANGELES CA)
CA
07/26/1989 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CITY OF INDUSTRY CA)
IA
Issued 06/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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