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Mindy Dorothy Fisdel

Eagle Strategies LLC

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About Mindy Dorothy Fisdel

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.

Firm Information

Mindy Fisdel 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

White Plains, NY

$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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Mindy Fisdel’s Registration & Firm History

NY

09/09/2020 - Present

Eagle Strategies LLC (White Plains NY)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mindy Dorothy Fisdel.
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