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Wei Xue

Eagle Strategies LLC

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About Wei Xue

Wei Xue is an investment advisor representative with Eagle Strategies LLC. Wei Xue has been in the financial services industry since 2018. Wei Xue holds the Series 6, 7TO, 63, and 65 securities licenses. Wei Xue is registered with the state of Massachusetts to offer investment advisory services and also with the states of California, New York, and Texas to offer securities products. Wei Xue provides financial planning services to individuals, charitable organizations, and corporations or other businesses. Wei Xue also provides pension consulting and educational seminars. Wei Xue is affiliated with New York Life Insurance Co. and Golden Summit Insurance & Financial Center Inc.

Firm Information

Wei Xue 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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Wei Xue’s Registration & Firm History

MA

04/12/2022 - Present

Eagle Strategies LLC (WALTHAM MA)

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Licenses & Designations

IA

Issued 02/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wei Xue.
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