Unclaimed
Dominick Kortkamp is an investment advisor representative with Eagle Strategies LLC. Dominick has been in the financial services industry since July 17, 2002. Dominick holds a Series 6, 7, 24, 26, 63, and 66 licenses. Dominick is registered with the state of Connecticut, Florida, New Jersey, New York, and Texas. Dominick specializes in financial planning, portfolio management, and pension consulting. Dominick is also a registered Investment Advisor Representative for Eagle Strategies LLC in New York. Dominick's primary office is located in New York, NY.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (New York NY)
BOTH
Issued 8/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/8/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 7/11/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2007
Series 7 - General Securities Representative Examination
BC
Issued 7/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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