linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ming Li

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ming? Claim Your Profile

About Ming Li

Ming Li is a registered investment advisor representative with Eagle Strategies LLC in Flushing, New York. Ming has been in the industry since 2014 and has held previous positions at Windsor Street Capital, LP and Method Investments & Advisory LLC. Ming is a Chartered Financial Consultant and has a strong track record of success in the financial services industry. Ming is a Series 63, 7, 79, 7TO, and SIE licensed representative.

Firm Information

Ming Li 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ming Li’s Registration & Firm History

NY

07/28/2023 - Present

Eagle Strategies LLC (Flushing NY)

NY

01/05/2017 - 11/24/2017

WINDSOR STREET CAPITAL, LP (NEW YORK NY)

NY

08/29/2014 - 01/05/2015

METHOD INVESTMENTS & ADVISORY LLC (NEW YORK NY)

NY

03/17/2014 - 07/21/2014

METHOD INVESTMENTS & ADVISORY LLC (NEW YORK NY)

Not sure if Ming Li is right for you?

Licenses & Designations

BC

Issued 07/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 03/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ming Li.
Not sure if Ming Li is right for you?