Unclaimed
Mindy Dorothy Fisdel is a financial advisor with Eagle Strategies LLC. Mindy has been in the industry since 2019. Mindy is registered with the state of Texas and New York to provide investment advice and securities trading services. Mindy has obtained licenses Series 7, Series 66, and Series 24. Mindy is dedicated to providing personalized financial advice and investment management services to individuals and businesses. Mindy can help clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Mindy is committed to providing her clients with the highest level of service and helping them achieve their financial goals. Mindy's previous experience includes roles at NYLIFE Securities LLC and New York Life Insurnce Company. Mindy is committed to providing her clients with the highest level of service and helping them achieve their financial goals.
White Plains, NY
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
NY
09/09/2020 - Present
Eagle Strategies LLC (White Plains NY)
BOTH
Issued 7/14/2020
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 7/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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