Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Clifford Bright is a financial professional with over 10 years of experience in the industry. Charles is currently registered as an Investment Advisor Representative with Eagle Strategies LLC. Previously, Charles worked with both New York Life Insurance Company and NYLife Securities LLC. Charles has passed numerous securities exams, including Series 6, 7, 24, 51, 63, and 66. Charles is registered in Missouri to provide investment advice and securities-related services. Charles provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals. Charles is also a trivia night announcer and a passive investor in cryptocurrency.
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
MO
12/26/2019 - Present
Eagle Strategies LLC (CREVE COEUR MO)
BOTH
Issued 12/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/28/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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