Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Tryon Cloutier is an investment advisor representative with Eagle Strategies LLC and has been in the industry since 1990. Christopher is registered with the Securities and Exchange Commission (SEC) and FINRA. In addition to being registered with the SEC, Christopher also has a Series 63 and a Series 65 license, as well as a Series 6 license. Christopher specializes in working with high net worth individuals, individuals other than high net worth, corporations or other businesses and charitable organizations. Christopher offers a variety of services to clients, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. In addition, Christopher provides insurance brokerage through their DBA, Retiree Financial and Insurance Services.
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
MA
09/15/2017 - Present
Eagle Strategies LLC (HADLEY MA)
NA
08/25/1988 - 08/11/1989
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 8/9/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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