Unclaimed
Mary Anne Leichliter-Rice has been a registered investment advisor representative since 2009. Mary Anne is currently employed with Eagle Strategies LLC, a firm that has been in business since 2011. Mary Anne also works with New York Life Insurance Company and NYLIFE Securities LLC. Mary Anne has been in the financial industry since 2009.
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.
1
2
NC
09/20/2011 - Present
Eagle Strategies LLC (RALEIGH NC)
NC
07/20/2009 - 02/03/2010
EDWARD JONES (GARNER NC)
BOTH
Issued 7/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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