Christine Medeiros, financial advisor Honolulu HI
96 score

Christine Medeiros

CRD Number: 4613829
Current Firm: Eagle Strategies LLC

Christine Medeiros (CRD# 4613829) is an Investment Advisor Representative working at Eagle Strategies LLC in Honolulu, HI and has over 13 years of experience in the finance industry. Christine Medeiros has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Honolulu, HI Jan 2015 - Current 1
Nylife Securities LLC Honolulu, HI Jul 2014 - Current 2
New York Life Insurance Company Honolulu, HI Jun 2014 - Current 2
Bank Of Hawaii Honolulu, HI Jun 2010 - Apr 2014 3
Northern Trust Century City, CA Nov 2007 - May 2010 2
Capital Guardian Trust Co Los Angeles, CA Mar 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Christine L. Medeiros
Phone Number: (888) 695-3245
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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