Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Vanden Berg is a financial advisor with Eagle Strategies LLC. Lori is a registered investment advisor in both California and Texas, Lori has been in the industry since 1999 and has been registered with Eagle Strategies LLC since 2023. Lori holds the Series 6, 7, and SIE licenses, as well as the Uniform Securities Agent State Law Examination (Series 63) license. Lori is a Chartered Financial Consultant (ChFC). Lori provides financial planning, pension consulting, and portfolio management for individuals. Lori also provides educational seminars. Lori's previous employers include Woodbury Financial Services, Inc, New York Life Insurance Company, and NYLife Securities, Inc.
PLACENTIA, CA
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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CA
08/14/2024 - Present
Eagle Strategies LLC (PLACENTIA CA)
MN
06/07/1999 - 07/09/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 6/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 6/4/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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