Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minde? Claim Your ProfileMinde Lu is an investment advisor representative with Eagle Strategies LLC, based in Flushing, NY. Minde has been in the industry since December 4, 1991, and has experience with a variety of financial services including financial planning, pension consulting and educational seminars. Minde is registered with the state of New Jersey and New York and has held licenses with MetLife Securities Inc. and Metropolitan Life Insurance Company in the past.
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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2
NY
08/03/2021 - Present
Eagle Strategies LLC (FLUSHING NY)
MA
10/11/1991 - 04/21/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/11/1991 - 04/21/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/9/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/2/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/9/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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