Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linwood? Claim Your ProfileLinwood Joseph Broussard is a financial professional with over 40 years of experience in the industry. Linwood is an Investment Advisor Representative with Eagle Strategies LLC, a firm headquartered in New York City. Linwood holds the Series 6, 7, 22, 63 and 65 licenses, along with the SIE. Linwood is registered in 26 states. Linwood provides financial planning, educational seminars, and portfolio management services. In addition to working with Eagle Strategies LLC, Linwood is also a Treasurer for the Rotary District 6200 Foundation.
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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2
LA
05/09/2011 - Present
Eagle Strategies LLC (LAFAYETTE LA)
IA
Issued 03/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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