Unclaimed
Christopher Eaton is an investment advisor representative who has been in the industry since 2014. Christopher is currently registered with Eagle Strategies LLC. Christopher is also registered as an Investment Advisor Representative in Colorado. Christopher Eaton is a securities professional with experience providing investment advice to individuals and institutions. Christopher is a member of the financial industry for over 9 years. He has passed the Series 6, 7, 63, and 66 securities exams as well as the SIE exam. Christopher Eaton has experience with several financial products and services including retirement planning and wealth management. Christopher is passionate about helping clients reach their financial goals and is committed to providing personalized service.
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
CO
06/27/2024 - Present
Eagle Strategies LLC (Denver CO)
BOTH
Issued 12/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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