Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claud? Claim Your ProfileClaud Vernon Mott is a registered investment advisor representative with Eagle Strategies LLC. Claud has been in the financial industry since 1982 and holds licenses in Alabama, Florida, Georgia, Kentucky, Mississippi, Missouri and Texas. Claud is a Series 63, 65, 6TO, 22TO, SIE and Series 1 license holder and has been registered with the Securities and Exchange Commission since 2001. Claud specializes in providing financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Claud is also a registered insurance broker and has been since 2003.
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
AL
06/05/2001 - Present
Eagle Strategies LLC (HALEYVILLE AL)
IA
Issued 05/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Claud Mott is the right advisor for you? Invested Better is here to help.
