linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mary Kueichih Chiang

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mary? Claim Your Profile

About Mary Kueichih Chiang

Mary Kueichih Chiang is a financial advisor with Eagle Strategies LLC. Mary has been in the industry since 1988 and is registered with the state of Texas as an investment advisor representative. Mary also holds Series 6, 7 and 63 licenses, as well as the SIE exam. Mary has a strong background in financial planning and portfolio management. Mary is also a member of CMCD LLC, a tax and accounting services firm.

Firm Information

Mary Chiang is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

9999 BELLAIRE BLVD.

HOUSTON, TX 77036

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mary Chiang’s Registration & Firm History

TX

04/29/2009 - Present

Eagle Strategies LLC (HOUSTON TX)

TX

07/17/1992 - 05/16/1994

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

TX

02/02/1988 - 12/18/1991

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

Not sure if Mary Kueichih Chiang is right for you?

Licenses & Designations

BC

Issued 11/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/17/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/10/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Kueichih Chiang.
Not sure if Mary Kueichih Chiang is right for you?