Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Harty is an investment advisor representative with Eagle Strategies LLC. Caleb is registered with the state of Massachusetts and has been in the financial services industry for 12 years. Caleb holds Series 6, 7, 63, and 65 securities licenses and the SIE. Caleb has specialized experience in providing financial planning, pension consulting, educational seminars, and portfolio management services. Caleb also offers advisory services in the selection of other advisers and publication of periodicals. Caleb has a client base that includes high net worth individuals, charitable organizations, and corporations or other businesses.
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
MA
03/27/2020 - Present
Eagle Strategies LLC (ANDOVER MA)
IA
Issued 6/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/8/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 5/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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