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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collie? Claim Your ProfileCollie Coburn is a registered investment advisor representative with Eagle Strategies LLC, a firm based in New York, NY. Collie specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Collie also offers educational seminars and publication of periodicals to clients. Collie has been active in the securities industry since 2018 and has held prior positions with NYLIFE Securities LLC and New York Life Insurance Company. Collie has been registered as an investment advisor representative in California since 2018 and in Texas since 2024. Collie also holds Series 6, 7TO, 63 and 66 securities licenses. Collie is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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
CA
01/09/2024 - Present
Eagle Strategies LLC (SANTA MARIA CA)
BOTH
Issued 8/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/9/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/2/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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