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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Andrew Shoemaker is a financial advisor with Eagle Strategies LLC. Jon has been in the financial services industry since 2004 and holds a Series 6, 7, 24, 26, 53 and 63 securities licenses. Jon is also a registered investment advisor in Texas and has a Series 65 license. He is a Chartered Financial Consultant. Jon specializes in helping individuals, corporations and charitable organizations with their financial planning needs.
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
TX
11/07/2017 - Present
Eagle Strategies LLC (PLANO TX)
IA
Issued 12/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/5/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/8/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 6/19/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 1/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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