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Melissa Ann Raymer

Eagle Strategies LLC

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About Melissa Ann Raymer

Melissa Raymer is a financial professional with over 20 years of experience in the financial services industry. Melissa is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Melissa provides financial planning and investment management services to individuals, high net worth individuals, and corporations. Melissa is also a Chartered Financial Consultant. Melissa is a soccer referee for the United States Soccer Federation and the Texas Association of Sports Officials. Melissa holds the Series 7TO, Series 24, Series 63, and Series 99 licenses. Melissa is licensed to provide investment advice in the state of Texas.

Firm Information

Melissa Raymer is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Melissa Raymer’s Registration & Firm History

TX

08/02/2022 - Present

Eagle Strategies LLC (Dallas TX)

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Licenses & Designations

BC

Issued 03/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2019

Series 24 - General Securities Principal Examination

BC

Issued 07/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Ann Raymer.
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