Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Laverne Isbell is a financial professional with over 30 years of experience in the industry. Lois is currently registered with Eagle Strategies LLC and is licensed to provide financial advice in New Mexico and Texas. Lois holds the Series 6, 7, 22, 63, and 65 securities licenses, as well as the SIE. Lois also holds the Certified Financial Planner and Chartered Financial Consultant designations. Lois has a strong background in providing financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations. Lois is committed to providing her clients with personalized financial advice and guidance.
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
TX
03/06/2009 - Present
Eagle Strategies LLC (ODESSA TX)
NJ
12/19/2002 - 04/27/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IL
04/30/2002 - 12/04/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
09/07/2001 - 04/22/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
04/24/1991 - 09/10/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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