Unclaimed
Bruce Joseph Vicknair is a financial advisor with over 40 years of experience in the financial services industry. Bruce has been registered with the state of Louisiana as a broker since 1984 and also holds a Series 65 registration. Bruce is a partner at Eagle Strategies LLC where he specializes in financial planning, portfolio management for individuals and pension consulting services. Bruce also provides educational seminars and publishes 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.
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LA
02/20/2007 - Present
Eagle Strategies LLC (THIBODAUX LA)
IA
Issued 2/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/4/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/31/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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