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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Jo Wiese is a financial advisor with over seven years of experience in the industry. Marguerite is a Certified Financial Planner® professional who is registered with Eagle Strategies LLC. Marguerite specializes in working with a variety of clients including individuals, high-net-worth individuals, charitable organizations, corporations and businesses. Marguerite offers a range of services including financial planning, pension consulting, educational seminars, portfolio management for individuals and selection of other advisers. Marguerite is licensed in 16 states and has a strong track record of success in helping 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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VA
01/09/2018 - Present
Eagle Strategies LLC (HERNDON VA)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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