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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Lowell Eskew is an investment advisor representative, registered with Eagle Strategies LLC since 2007. Curtis is a registered investment advisor in both Florida and Texas, and his professional career in the financial industry began on March 14, 1983. Curtis has been an active participant in the financial services industry, specializing in advising high-net-worth individuals, corporations, and charitable organizations. Curtis offers advisory services in areas such as financial planning, portfolio management, and educational seminars. He also holds multiple securities licenses, including Series 6, 22, 63 and 65. Curtis's experience and expertise make him a valuable resource for individuals and organizations seeking guidance in navigating the complex financial markets.
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
FL
09/16/2024 - Present
Eagle Strategies LLC (SARASOTA FL)
IA
Issued 6/4/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/17/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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