Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen Sujung Han is a financial advisor with Eagle Strategies LLC in New York, NY. Kristen has been in the industry since 2014. She holds a Series 63, Series 6TO, SIE, and Series 7 licenses and is registered with FINRA and the states of California, Connecticut, New Jersey, New York, South Carolina, and Virginia. Kristen is also a Certified Financial Planner. Kristen provides a range of financial services, including financial planning, portfolio management, and pension consulting. Kristen works with high-net-worth individuals, corporations, and charitable organizations.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (New York NY)
BC
Issued 10/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristen Han is the right advisor for you? Invested Better is here to help.
