linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Olivia Kathryn Helmers

Eagle Strategies LLC

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

About Olivia Kathryn Helmers

Olivia Kathryn Helmers is a registered investment advisor representative with Eagle Strategies LLC. Olivia has been in the securities industry for 2 years and holds Series 63, Series 65, and Series 6TO licenses. She specializes in working with individuals, high net worth individuals, and corporations. Olivia also provides financial planning and educational seminars. Her firm, Eagle Strategies LLC, is a registered investment advisor with the Securities and Exchange Commission and has offices in New York, New York and New Orleans, Louisiana. The firm provides a variety of services to clients, including financial planning, portfolio management, and educational seminars.

Firm Information

Olivia Helmers 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.

Olivia Helmers’s Registration & Firm History

LA

03/14/2024 - Present

Eagle Strategies LLC (NEW ORLEANS LA)

Not sure if Olivia Kathryn Helmers is right for you?

Licenses & Designations

IA

Issued 02/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Olivia Kathryn Helmers.
Not sure if Olivia Kathryn Helmers is right for you?