Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Van Stosich is an investment advisor representative with Eagle Strategies LLC. Clinton holds the Series 7, 6, 63, and 66 licenses. Clinton is a licensed investment advisor in Utah and registered in Arizona, California, Florida, Hawaii, Idaho, New Mexico, Texas, Washington, and Wyoming. Clinton has been in the industry since 2018. Clinton specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Clinton has a history of working with corporations, individuals, high net worth individuals, 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.
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2
UT
04/29/2021 - Present
Eagle Strategies LLC (SOUTH JORDAN UT)
BOTH
Issued 4/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/3/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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