Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clara? Claim Your ProfileClara Kong is a financial advisor registered with Eagle Strategies LLC. Clara has been in the industry since 1992. Clara holds Series 6, 7, 24, 26, 53 and 66 licenses. Clara has 15+ years of experience providing investment advice and financial planning services to individuals and businesses. Clara has a strong understanding of the markets and the ability to create customized investment plans that meet the unique needs of her clients.
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
09/09/2011 - Present
Nylife Securities LLC (WAYNE PA)
NY
12/23/1992 - 10/08/2010
METLIFE SECURITIES INC. (WHITE PLAINS NY)
NY
12/23/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)
BOTH
Issued 10/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/08/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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