Unclaimed
Christopher Falletti is an investment advisor representative with Eagle Strategies LLC, a registered investment advisor headquartered in New York, NY. Christopher has over 30 years of experience in the financial services industry. He has a broad range of experience, specializing in providing financial planning, portfolio management for individuals, pension consulting and educational seminars. Christopher is registered to provide investment advisory services in a variety of states including Texas, Kansas, Missouri, Illinois, Florida, and Arkansas, among others. He also has a history of working with clients like individuals, high-net-worth individuals, charitable organizations, and corporations. In addition to his current role at Eagle Strategies LLC, Christopher also owns and operates Falletti Rentals LLC, a rental property company, and is an insurance broker under the DBA FALLETTI FINANCIAL.
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.
1
2
KS
03/23/2021 - Present
Eagle Strategies LLC (FRONTENAC KS)
KS
01/01/2008 - 06/08/2009
WELLS FARGO ADVISORS, LLC (PITTSBURG KS)
KS
01/07/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSBURG KS)
NJ
05/21/1990 - 01/05/2004
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/21/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 03/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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