Unclaimed
Bradley Wayne Cobb is an investment advisor representative at Eagle Strategies LLC, a firm based in New York City. Bradley has been in the financial services industry since 2004 and holds the Series 6, 63, and 65 licenses. Bradley specializes in working with individuals, corporations and charitable organizations. Bradley's firm has a long history of serving a diverse client base and offers a range of financial planning services, including portfolio management, pension consulting, educational seminars, and publication of periodicals.
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
UT
01/30/2023 - Present
Eagle Strategies LLC (PROVO UT)
IA
Issued 1/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/5/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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