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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Dalton is a registered investment advisor representative with Eagle Strategies LLC. Alexander Dalton is active in Tennessee. Alexander Dalton has been working in the securities industry since October 13, 2022. Alexander Dalton has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Alexander Dalton offers financial planning, portfolio management for individuals, pension consulting, educational seminars, and publication of periodicals. Alexander Dalton is also a volunteer for Incredible Business Networking by Incredible Towns Knoxville, a football coach at Christian Academy of Knoxville, and a board member of Business Networking International (BNI).
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
TN
10/04/2023 - Present
Eagle Strategies LLC (KNOXVILLE TN)
IA
Issued 9/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/7/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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