Unclaimed
Samuel Froehlich is a registered representative with Eagle Strategies LLC and has been in the financial industry since December 6, 2012. Samuel is licensed to provide securities and investment advisory services in 15 states and the District of Columbia, including Texas, California, Florida, and Virginia. Samuel has a strong track record of helping individuals, families, and businesses achieve their financial goals. Samuel is committed to providing personalized financial advice and helping clients make informed decisions about their investments.
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.
1
2
TX
12/22/2019 - Present
Eagle Strategies LLC (Austin TX)
BOTH
Issued 9/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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