Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Dorothy Fisdel is a financial advisor with Eagle Strategies LLC, a firm with over 95,000 clients and more than $20 billion in assets under management. Mindy's work with clients involves offering a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Mindy also provides selection of other advisors and publication of periodicals services. Mindy is licensed to offer investment advisory services in New York and Texas. Mindy holds the Series 66, Series 7TO, Series 24, and SIE licenses.
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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NY
09/09/2020 - Present
Eagle Strategies LLC (White Plains NY)
BOTH
Issued 07/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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