Unclaimed
Brian Keigan is an investment advisor representative with Eagle Strategies LLC. Brian has over 17 years of experience in the financial services industry. Brian is registered in 19 states and holds the Series 7, Series 63, Series 65 and SIE licenses. Brian is also a Personal Financial Specialist. Brian specializes in providing financial planning, portfolio management and other investment advisory services to individuals, corporations and charitable organizations.
BLOOMFIELD, CT
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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2
CT
10/12/2023 - Present
Eagle Strategies LLC (BLOOMFIELD CT)
CT
07/08/2005 - 04/09/2021
PARK AVENUE SECURITIES LLC (FARMINGTON CT)
IA
Issued 12/7/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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