Charlene Rigelman (CRD# 1570265) is an Investment Advisor Representative working at Eagle Strategies LLC in Frontenac, MN and has over 37 years of experience in the finance industry.
CRD# 6703901
Edward Jones
CRD# 2659753
Geneos Wealth Management, Inc.
CRD# 2870875
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Edina, MN | Dec 2013 - Current | 10 |
| New York Life Ins. Company | St. Paul, MN | May 1986 - Current | 37 |
| Nylife Securities Inc. | Bloomington, MN | May 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
- MN
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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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