Unclaimed
Lisa Youk is a financial advisor with Eagle Strategies LLC, a firm that has been in business for over 10 years. Lisa has been in the financial services industry for over 10 years and has a Series 6, 7, 63, and 66 license. Lisa works with clients of all types, including individuals, corporations, charitable organizations, and high net worth individuals. Lisa provides financial planning, portfolio management, pension consulting and publication of periodicals.
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
CA
09/28/2017 - Present
Eagle Strategies LLC (San Diego CA)
BOTH
Issued 9/8/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/6/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 7/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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