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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Barrett is a financial advisor with Eagle Strategies LLC, a firm with offices in New York, NY. Brian Barrett has been in the financial industry since October 31, 2019. Brian Barrett is registered with FINRA as a Registered Representative and has a Series 7, Series 63 and Series 66 license. Brian Barrett is also registered with the state of California and Texas as an Investment Advisor Representative. Brian Barrett has several years of experience in the financial industry. Brian Barrett specializes in working with high-net-worth individuals, individuals, and charitable organizations. Brian Barrett offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.
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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CA
10/28/2022 - Present
Eagle Strategies LLC (SANTA ROSA CA)
BOTH
Issued 8/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/1/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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