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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Evan Strum is an investment advisor representative with Eagle Strategies LLC and New York Life Insurance Company. Samuel is a licensed investment advisor in Texas and Illinois and holds several licenses including Series 6, 7, 63 and 66. Samuel has been in the financial industry for over 6 years and has experience in various areas of investment management, including financial planning, pension consulting, educational seminars, and portfolio management. Samuel is also a partner in Broadway Goes A Cappella, a concert producer that features professional singers and actors. Samuel is an active member of the 20s and 30s Board at the Marlene Meyerson JCC Manhattan and the Emery/Weiner School Alumni Board.
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
IL
07/29/2020 - Present
Eagle Strategies LLC (CHICAGO IL)
BOTH
Issued 6/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/1/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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