Unclaimed
Christopher Donovan is a financial advisor with Eagle Strategies LLC. Christopher has been in the financial services industry since 2016 and is registered as a broker-dealer and investment advisor representative in 17 states. Christopher holds the Series 6, Series 63, Series 65, and SIE licenses. He is also a registered representative of NYLIFE Securities LLC.
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
MA
04/29/2021 - Present
Eagle Strategies LLC (Hyannis MA)
IA
Issued 4/9/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/8/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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