Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Mann is an investment advisor representative registered with Eagle Strategies LLC. Carly has been in the securities industry for over 10 years. Carly is licensed in 19 states and has passed the Series 7, Series 66, and SIE exams. Carly specializes in financial planning, portfolio management, and pension consulting. Carly is committed to providing her clients with personalized financial advice and guidance.
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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MT
04/22/2022 - Present
Eagle Strategies LLC (BILLINGS MT)
BOTH
Issued 4/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 9/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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