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Vincent S Ring

Eagle Strategies LLC

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About Vincent S Ring

Vincent Ring is an active advisor registered in the state of Massachusetts with Eagle Strategies LLC since 2011. Vincent has been in the financial industry since 1995. Vincent is a Certified Financial Planner and also works as an insurance broker. Vincent has been registered with multiple firms over the years, including Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and Scudder Investor Services, Inc.

Firm Information

Vincent Ring 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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Vincent Ring’s Registration & Firm History

MA

09/20/2011 - Present

Eagle Strategies LLC (HYANNIS MA)

RI

09/22/2005 - 08/16/2010

FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)

RI

12/03/1997 - 09/09/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

NY

07/20/1992 - 12/19/1995

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent S Ring.
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