Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lani? Claim Your ProfileLani Lanfear is a financial advisor with Eagle Strategies LLC, a firm based in New York, NY. Lani is registered with the state of Texas and has been in the financial industry since 2023. Lani specializes in providing financial planning and investment advice to individuals and businesses.
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
07/17/2024 - Present
Eagle Strategies LLC (AUSTIN TX)
IA
Issued 7/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/6/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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