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Deborah Linn Mosley

Eagle Strategies LLC

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About Deborah Linn Mosley

Deborah Mosley is a financial professional with over 20 years of experience in the financial services industry. Deborah has a strong background in investment advisory services and is currently registered with Eagle Strategies LLC. Deborah has a proven track record of providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Deborah offers a range of services including financial planning, portfolio management, and educational seminars. Deborah is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Deborah Mosley is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

720 GALLATIN STREET SW

HUNTSVILLE, AL 35801

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deborah Mosley’s Registration & Firm History

AL

11/21/2020 - Present

Eagle Strategies LLC (HUNTSVILLE AL)

AL

09/08/2018 - 02/18/2020

NYLIFE SECURITIES LLC (HUNTSVILLE AL)

AL

03/17/2017 - 04/20/2018

RAYMOND JAMES & ASSOCIATES, INC. (Huntsville AL)

AL

01/01/2008 - 03/21/2017

WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)

AL

10/04/2001 - 01/03/2008

A. G. EDWARDS & SONS, INC. (HUNTSVILLE AL)

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Licenses & Designations

BOTH

Issued 11/1/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/7/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/23/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/3/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Linn Mosley.
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