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 with Eagle Strategies Llc. Clara has been working in the financial industry since 1992. Clara has a broad range of experience in the industry and is licensed to provide financial advice in New Jersey, New York and Pennsylvania. Clara currently holds a Series 7, Series 24, Series 26, Series 53 and Series 66 license and the SIE exam. Clara also has several years of experience with MetLife Securities Inc. and Metropolitan Life Insurance Company. Clara specializes in providing financial advice to individuals, high net worth individuals, corporations and charitable organizations.
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
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 2/5/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/3/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 4/8/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/1999
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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