Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Vanvliet is a registered investment advisor representative with Eagle Strategies LLC. Paige has been in the securities industry since 2012. Paige is registered with the state of Michigan and is also registered with FINRA. Paige is a Series 6, Series 7, Series 63, and Series 66 licensed advisor. Paige has been providing investment advice to individuals and businesses for over 10 years. Paige is also a licensed insurance broker, working with several outside carriers to offer non-registered insurance products. Paige is committed to providing her clients with personalized financial advice that meets their individual needs. Paige's experience and expertise in the financial services industry have made her a trusted advisor to many.
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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MI
08/09/2021 - Present
Eagle Strategies LLC (GRAND RAPIDS MI)
MI
07/11/2012 - 08/15/2016
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 07/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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