Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manda? Claim Your ProfileManda Adele Lewis is an investment advisor representative with Eagle Strategies LLC, a firm with a strong focus on providing financial planning and portfolio management services to a diverse range of clients. Manda has been active in the industry since 2004 and holds several industry licenses and designations. Manda is a dedicated professional who is committed to providing high-quality financial advice to clients, helping them achieve their financial goals. Manda's previous experience at American Portfolios Financial Services, Inc. provides a strong foundation of knowledge and expertise. Manda is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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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NY
09/17/2013 - Present
Eagle Strategies LLC (TRUMANSBURG NY)
NY
10/06/2003 - 02/16/2005
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
IA
Issued 07/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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