Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reie? Claim Your ProfileReie Levi is a financial advisor with Eagle Strategies LLC and is currently registered with FINRA and the state of New York. Reie has been in the financial services industry since 2011 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Reie is committed to providing her clients with personalized financial advice and investment strategies. She holds a Series 6, Series 7, Series 24, Series 63, and Series 66 licenses. Reie's professional experience includes working for HSBC Securities (USA) Inc., NYLIFE Securities LLC, and Chase Investment Services Corp.
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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2
NY
08/03/2021 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
NY
09/27/2013 - 10/21/2013
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
10/29/2012 - 02/12/2013
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
11/05/2011 - 04/25/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 7/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/4/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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