Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Lightle is a registered investment advisor representative with Eagle Strategies LLC. Curtis has been in the industry since April 12, 2000, and has a variety of licenses, including Series 6, 7, 63, and 65. Curtis is licensed to provide investment advice in Arizona, Georgia, Ohio, Tennessee, Texas, Utah, and Washington. Curtis also holds a license to provide investment advice in Texas under a resident advisor capacity. Curtis has a wide range of experience and expertise in the financial services industry. Curtis's specialties include financial planning, pension consulting, educational seminars, portfolio management for individuals, selection of other advisors, and publication of periodicals. Curtis is committed to providing clients with the highest level of service and personalized attention. Curtis is a member of the Summit Partners Northwest, LLC D/B/A The Summit Partners.
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
WA
11/06/2006 - Present
Eagle Strategies LLC (BELLEVUE WA)
IA
Issued 11/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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