Unclaimed
Tania Fukuda-freuler is a financial advisor with Eagle Strategies LLC, a registered investment advisor headquartered in New York. Tania is a Certified Financial Planner and a Chartered Financial Consultant with over 20 years of experience in the industry. She is a registered representative in 14 states and holds Series 6, 7, 63, 65, and SIE licenses. Tania specializes in providing financial planning and investment management services to 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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2
HI
06/23/2021 - Present
Eagle Strategies LLC (Honolulu HI)
IA
Issued 6/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/4/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/9/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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