Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Wang is a registered investment advisor representative with Eagle Strategies LLC. Stephanie has been in the industry since April 2019. Stephanie has a Series 66 and Series 7TO license. Stephanie works in the New York, NY office of Eagle Strategies LLC. Stephanie's firm provides investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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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NY
06/06/2023 - Present
Eagle Strategies LLC (NEW YORK NY)
BOTH
Issued 6/2/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 1/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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