Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Russo is an investment advisor representative currently registered with Eagle Strategies LLC. Cassidy has been in the financial services industry since March 4, 2012. Cassidy has passed several industry exams including the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination, the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Cassidy is also registered as a broker in Louisiana, Florida, Mississippi, North Carolina and Texas. Cassidy is also registered as an investment advisor in Louisiana and Texas. Cassidy is a registered representative and investment advisor representative with Eagle Strategies LLC. Outside of Eagle Strategies LLC, Cassidy is a board member for the Mallard Crossing Home Owners Assc, and is also an insurance broker. Cassidy's firm, Eagle Strategies LLC, is a registered investment adviser, which means they are required to register with the SEC and be subject to SEC oversight. Eagle Strategies LLC provides a wide range of services including financial planning, portfolio management, and educational seminars.
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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LA
04/09/2024 - Present
Eagle Strategies LLC (BATON ROUGE LA)
IA
Issued 2/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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