Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Frazier is a financial professional with over 20 years of experience in the industry. He has worked with Eagle Strategies LLC since February 2011, and previously held positions with NYLIFE Securities LLC and New York Life Insurance Company. His credentials include the Series 63, Series 51, Series 24, Series 26, Series 7, Series 6, and the Securities Industry Essentials Examination. Daniel specializes in financial planning, pension consulting, and portfolio management for individuals. He is registered with the state of Georgia and Iowa, and is a Registered Investment 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.
1
2
GA
02/09/2011 - Present
Eagle Strategies LLC (ALPHARETTA GA)
BC
Issued 9/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/1/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 4/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 2/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Frazier is the right advisor for you? Invested Better is here to help.
