Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renate? Claim Your ProfileRenate Knippen is an investment advisor representative with Eagle Strategies LLC, with an office in Chicago, IL. Renate has been in the financial industry since 2003 and holds Series 63, 65, and 7TO licenses. Renate specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, charitable organizations, and high-net-worth individuals. Renate's firm, Eagle Strategies LLC, is headquartered in New York, NY, and has over 1500 employees.
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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IL
01/08/2025 - Present
Eagle Strategies LLC (CHICAGO IL)
IA
Issued 08/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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