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 an investment advisor representative with Eagle Strategies LLC. Reie has been in the securities industry since December 16, 2016. Reie has a Series 7, Series 6, Series 63 and Series 66 license and is registered in New Jersey and New York. Reie also has a Series 24 license. Reie was previously registered with HSBC Securities (USA) Inc. in New York, NYLIFE Securities LLC in New York and Chase Investment Services Corp. in New York. Reie is also registered as an investment advisor representative in New York.
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 07/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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