linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lee R Loomis

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lee? Claim Your Profile

About Lee R Loomis

Lee Loomis is a registered representative with Eagle Strategies LLC, located in DeWitt, NY. Lee has been in the securities industry since February 11, 2018. Lee is a licensed investment advisor representative in New York and holds FINRA Series 6, 7, 63 and 66 licenses. Lee specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. In addition to being a registered representative, Lee is also a Board Member for Hope for Bereaved and an insurance broker for property and casualty sales.

Firm Information

Lee Loomis is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lee Loomis’s Registration & Firm History

NY

04/09/2024 - Present

Eagle Strategies LLC (DEWITT NY)

Not sure if Lee R Loomis is right for you?

Licenses & Designations

BOTH

Issued 03/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee R Loomis.
Not sure if Lee R Loomis is right for you?