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Steven Gary Weinkle

Eagle Strategies LLC

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About Steven Gary Weinkle

Steven Gary Weinkle is a financial professional with over 30 years of experience in the industry. Steven has a wide range of experience in financial planning, investment management, and insurance. Steven currently works with Eagle Strategies LLC, where he serves as a Registered Representative. Steven is also licensed with various carriers for the purpose of brokering non NYL, non registered products under the business name of W Financial LLC. Steven's expertise includes a focus on the financial needs of individuals, corporations, and charitable organizations. Steven is dedicated to providing personalized service and tailored financial solutions that meet the unique needs of each client.

Firm Information

Steven Weinkle is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Weinkle’s Registration & Firm History

FL

08/29/2024 - Present

Eagle Strategies LLC (SUNRISE FL)

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Licenses & Designations

BC

Issued 09/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Steven Gary Weinkle. Review regulatory record here.
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