Unclaimed
Cameron Taylor Bennett is an investment advisor representative with Eagle Strategies LLC. Cameron is registered with the state of North Carolina as an investment advisor representative, as well as with other states including Arizona, Colorado, Florida, Mississippi, Oregon, Pennsylvania, South Carolina and Tennessee. Cameron is licensed to provide investment advice and securities transactions for individuals, businesses, and charitable organizations. Cameron has a strong track record of helping clients achieve their financial goals. Cameron is committed to providing personalized service and working with clients to develop a customized financial plan. Cameron holds a Series 7, Series 63, and Series 65 securities license.
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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NC
08/22/2022 - Present
Eagle Strategies LLC (Waynesville NC)
IA
Issued 8/8/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 1/4/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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