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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tea? Claim Your ProfileTea Tam Lundell is a registered investment advisor representative with Eagle Strategies LLC. Tea Tam Lundell has been in the financial industry for 8 years. Tea Tam Lundell is registered in 7 states, and is licensed in both Pennsylvania and Texas. Tea Tam Lundell has passed the Series 6, Series 7, Series 63, and Series 65 exams. Tea Tam Lundell specializes in providing financial planning, pension consulting, and portfolio management services. Tea Tam Lundell also provides educational seminars and publications. Eagle Strategies LLC has been in business for many years and is a registered investment advisor with the SEC. Eagle Strategies LLC has 1534 licensed agents, 1878 investment advisor representatives, 1998 registered representatives, and 1982 investment advisory functions. Eagle Strategies LLC serves high-net-worth individuals, corporations, charitable organizations, and individuals. Eagle Strategies LLC's assets under management are over $20 billion.
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
PA
08/03/2023 - Present
Eagle Strategies LLC (PITTSBURGH PA)
IA
Issued 09/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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