Unclaimed
Curtis Lowell Eskew is an active investment advisor representative with Eagle Strategies LLC. Curtis has been in the financial industry since 1983. Curtis has been registered with the Securities and Exchange Commission since 1999. Curtis is a registered investment advisor representative in Florida and Texas. Curtis has earned the Series 63, Series 65, and Series 22 licenses and is also a Series 6 and SIE exam holder. Curtis is currently affiliated with Eagle Strategies LLC. Curtis has been appointed to a State Committee on legislative issues as the life insurance representative in Florida. Curtis has been involved in the financial industry for over 40 years. Curtis provides a variety of financial services to individuals and businesses, including financial planning, pension consulting, educational seminars, and publication of periodicals. Curtis is a valuable resource for clients who are looking for an experienced and knowledgeable financial advisor.
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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FL
02/10/2025 - Present
Eagle Strategies LLC (SARASOTA FL)
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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