Unclaimed
Tao Ling is a registered investment advisor representative with Eagle Strategies LLC, an investment advisory firm with offices in New York, NY. Tao has been in the financial services industry since 2006 and holds Series 7 and 66 licenses. Tao previously worked at Credit Suisse Securities (USA) LLC. Tao's practice specializes in providing financial planning, portfolio management, and educational seminars for individuals 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.
1
2
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
01/30/2006 - 04/29/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 8/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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