Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Charles Persky is a registered investment advisor representative with Eagle Strategies LLC. Adam has been in the securities industry since September 29, 2003. Adam specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and charitable organizations. Adam is also a licensed insurance broker. In addition to his work with Eagle Strategies LLC, Adam is also a volunteer pilot for the Civil Air Patrol. Adam has a strong commitment to community service and is an active member of the Vandemere United Methodist Church and the Eastern Carolina Aviation Heritage Foundation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
09/19/2014 - Present
Eagle Strategies LLC (New Bern NC)
NC
09/16/2003 - 10/13/2010
JBS LIBERTY SECURITIES, INC. (RALEIGH NC)
BOTH
Issued 9/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 9/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Persky is the right advisor for you? Invested Better is here to help.
