Unclaimed
Brandon McLemore is an investment advisor representative with Eagle Strategies LLC. Brandon has been in the financial services industry for over 4 years and is registered in California and Indiana. Brandon holds a Series 63, Series 65, and Series 6TO licenses. Brandon is a licensed insurance broker and provides services in the areas of financial planning, portfolio management for individuals, pension consulting, and educational seminars.
ELKHART, IN
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.
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IN
11/24/2023 - Present
Eagle Strategies LLC (ELKHART IN)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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