Unclaimed
Christopher Sheeler is an investment advisor representative at Eagle Strategies LLC, a financial services firm with offices in New York and Timonium. Christopher has been in the financial services industry since 2005 and has a strong track record of providing investment advice to individuals, families, and businesses. Christopher holds a Series 6, 7, 26, 63, and 66 licenses. Christopher has experience in a range of financial services areas, including financial planning, portfolio management, and insurance. Christopher is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
TIMONIUM, MD
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
MD
04/20/2023 - Present
Eagle Strategies LLC (TIMONIUM MD)
MD
09/13/2019 - 09/28/2022
W&S BROKERAGE SERVICES, INC. (OWINGS MILL MD)
MD
07/25/2018 - 08/20/2019
EQUITY SERVICES, INC. (TIMONIUM MD)
MD
05/04/2015 - 11/13/2017
BB&T INVESTMENT SERVICES, INC. (TIMONIUM MD)
MD
03/30/2015 - 04/29/2015
NYLIFE SECURITIES LLC (TIMONIUM MD)
MD
01/28/2014 - 03/10/2015
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
01/14/2013 - 12/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
10/27/2005 - 12/04/2012
NYLIFE SECURITIES LLC (TIMONIUM MD)
BOTH
Issued 3/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/1/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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