Helena Lee (CRD# 6943485) is an Investment Advisor Representative working at Eagle Strategies LLC in Flushing, NY and has over 2 years of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2963357
Hsbc Securities (usa) Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Flushing, NY | Apr 2023 - Current | 1 |
| Nylife Securities LLC | Flushing, NY | Nov 2018 - Current | 5 |
| New York Life Insurance Company | Flushing, NY | May 2018 - Current | 6 |
| Homemaker | Woodbury, NY | Jan 2014 - Apr 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- NY
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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