Unclaimed
Juli Marstall has been in the financial services industry since December 1983 and is currently registered with Eagle Strategies LLC. Juli is licensed to provide investment advisory services in 17 states and is also licensed as an insurance broker. Juli has a wide range of experience in the financial services industry and is passionate about helping her clients achieve their financial goals. Juli is a dedicated professional with a strong commitment to providing excellent client service.
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.
1
2
OR
07/26/2007 - Present
Eagle Strategies LLC (GOLD BCH OR)
BOTH
Issued 7/6/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 3/29/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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