Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Lynn Holdgrafer is a registered investment advisor representative with Eagle Strategies LLC. Tricia has been in the financial services industry since 2017 and is licensed to provide investment advice in Iowa, Illinois, Wisconsin and British Columbia. Tricia has a Series 6, 7TO, 63 and 65 licenses and is a registered representative with FINRA and is an active member of the MSRB. Tricia specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses and charitable organizations. Tricia also provides educational seminars and publishes periodicals for her clients. Tricia previously worked as an officer at Holdgrafer Dairy, Inc.
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
IA
11/02/2021 - Present
Eagle Strategies LLC (Bellevue IA)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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