Lingfeng Lu

Financial Advisor offering investment advisory services through Eagle Strategies LLC

Role
Financial Services Professional at NYLIFE Securities LLC
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lingfeng Lu

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on thissite is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Neither OpenWin Financial & Insurance Services LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. OpenWin Financial & Insurance Services LLC is not owned or operated by New York Life Insurance Company or its affiliates.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or N Loop 336 WSuite 410-C, Conroe, TX 77•••••55 E Camelback Rd Ste 750, Phoenix, AZ 85016Office: 48••••••57Cell: 83••••••98Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.CA LIC.#0M68520

Experience

  1. Financial Services Professional

    NYLIFE Securities LLC

    Feb 2020 — Present

Education

  • Minnesota State Moorhead

    Bachelor’s Degree

    2013 — 2015

Skills

  • Data Analysis
  • Management
  • Community Outreach
  • Trade Compliance
  • Customer Service
  • Research
  • Marketing
  • Microsoft Office
  • International Logistics
  • Social Networking
  • Public Speaking
  • Customer Relationship Management (Crm)
  • Teamwork
  • Powerpoint
  • Teaching
  • Time Management
  • Social Media
  • Event Planning
  • Leadership

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Lingfeng Lu — Financial Services Professional at NYLIFE Securities LLC in Houston, TX, US | Unifers