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 advisor with over 30 years of experience in the industry. Lois currently holds Series 6, 7, 22, 63, and 65 licenses and is registered to provide investment advice in New Mexico and Texas. Lois has also earned the designations of Certified Financial Planner and Chartered Financial Consultant. Lois has a strong track record of helping individuals and families achieve their financial goals. Lois has been associated with Eagle Strategies LLC, a financial advisory firm headquartered in New York, since March 2009. Lois specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses. Lois is dedicated to helping clients understand their financial options and make informed decisions about their future.
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 12/8/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/1993
Series 7 - General Securities Representative Examination
BC
Issued 9/9/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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