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Candis Best

Eagle Strategies LLC

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About Candis Best

Candis Best is a financial professional registered with Eagle Strategies LLC, a firm based in New York, NY. Candis has been in the industry since 2022. Candis holds a Series 63, Series 7TO and SIE licenses. Candis is a Certified Financial Planner and a Chartered Financial Consultant. Candis offers a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Candis is also registered with the states of California, Iowa, New Jersey, New York, and Vermont.

Firm Information

Candis Best is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

285 FULTON STREET

New York, NY 11238

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Candis Best’s Registration & Firm History

NY

07/18/2024 - Present

Eagle Strategies LLC (New York NY)

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Licenses & Designations

BC

Issued 4/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/8/2022

Series 7TO - General Securities Representative Examination

BC

Issued 7/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Candis Best. Review regulatory record here.
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