Unclaimed
Lynzie Wolters is a financial professional with over 10 years of experience in the financial services industry. Lynzie is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC, providing financial services to clients in California and Texas. Lynzie has a strong track record of success in helping clients achieve their financial goals. Lynzie is committed to providing her clients with personalized financial advice and guidance to help them reach 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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CA
05/07/2024 - Present
Eagle Strategies LLC (ROSEVILLE CA)
BC
Issued 5/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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