Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Wiseman is a financial advisor affiliated with Eagle Strategies LLC. Justin is a registered investment advisor, and also holds several licenses including Series 7TO, Series 63, and Series 66. Justin has experience in various sectors including education, music, and finance. Justin has worked at several organizations in the past including Round Rock Independent School District, LiveVibe, The Werd Company, and New York Life Insurance Company. Justin's firm, Eagle Strategies LLC, is an investment advisor firm headquartered in New York City, providing a variety of advisory services including financial planning, pension consulting, and portfolio management. The firm has over 95,000 clients and manages over 20 billion dollars in assets.
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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TX
09/14/2020 - Present
Eagle Strategies LLC (AUSTIN TX)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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