Unclaimed
Christopher Weir is an investment advisor representative with Eagle Strategies LLC. Christopher has been in the securities industry since August 9, 2016 and is registered in New Jersey and New York. Christopher Weir has experience with both RBC Capital Markets, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher Weir is a general securities principal and holds the Series 66, Series 24, Series 7 and SIE exams. Christopher Weir specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
12/08/2015 - 10/11/2016
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
04/07/2015 - 11/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 6/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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