Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leisl? Claim Your ProfileLeisl Christina Mooer is a registered representative of Eagle Strategies LLC, with over 9 years in the financial services industry. Leisl is a licensed investment advisor in the state of Montana and holds Series 66, SIE, and Series 7 securities licenses. Leisl specializes in providing financial planning, portfolio management, and educational seminars to individuals, high net worth individuals, charitable organizations, and corporations.
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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MT
05/31/2022 - Present
Eagle Strategies LLC (BOZEMAN MT)
BOTH
Issued 10/7/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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