Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Barilotti is a financial advisor with Eagle Strategies LLC, an investment advisory firm registered with the SEC and FINRA. Christy holds the Series 6, 7, and 63 licenses, as well as the SIE and Series 65. Christy has been in the financial services industry since 2001 and has a background in providing financial planning and investment management services to individuals, corporations, and charitable organizations. Christy is also a Certified Financial Planner and has worked with New York Life Insurance Company, A.P. Orleans Insurance Agency, Inc., and Barilotti Wealth Strategies LLC. Christy is registered to provide investment advisory services in Pennsylvania and Texas.
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
PA
04/10/2015 - Present
Eagle Strategies LLC (PHILADELPHIA PA)
IA
Issued 07/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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