Unclaimed
Bryson Lee Seekins is a financial professional with Eagle Strategies LLC in Temple, TX, who has been active in the industry since November 2023. Bryson Lee Seekins is also registered as an Investment Advisor Representative with Eagle Strategies LLC in Texas. Bryson Lee Seekins is licensed to provide financial advice in Colorado, Oregon, and Texas. Bryson Lee Seekins has also been employed by New York Life in Austin, TX since September 2023. Bryson Lee Seekins also works under the DBA name of Cadence Wealth Management, LLC for the purpose of selling New York Life products and services in Austin, TX since May 2024. Bryson Lee Seekins is a Series 7, Series 63, and Series 66 licensed financial advisor.
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
TX
03/26/2024 - Present
Eagle Strategies LLC (TEMPLE TX)
BOTH
Issued 03/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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