Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyndel? Claim Your ProfileLyndel John Moe is a financial advisor at Eagle Strategies LLC, an investment advisor with 1534 licensed agents and 1998 registered representatives, managing over $20 billion in assets. Lyndel is an active registered investment advisor representative in Indiana and holds licenses in Illinois, Michigan, and Ohio. Lyndel holds the Series 6, Series 26 and Series 63 licenses as well as the SIE designation. Lyndel has been working in the industry since 2004 and is a Chartered Financial Consultant. Lyndel specializes in providing financial planning, educational seminars, and portfolio management services to individuals, high net worth individuals, and corporations. Lyndel is committed to providing personalized financial advice to help clients achieve their financial goals.
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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IN
01/03/2023 - Present
Eagle Strategies LLC (CARMEL IN)
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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