Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Edward Lippencott is an active investment advisor representative, registered with Eagle Strategies LLC, since 2000. Donald is also a registered investment advisor, with both state and federal licenses. He has a wide range of experience in the financial services industry, with more than 39 years of experience. Donald holds various industry licenses, including Series 6, 22, and 63 licenses, as well as the Securities Industry Essentials Examination (SIE). He is registered to provide investment advice in 27 states and the District of Columbia. Donald is an active participant in various community organizations and holds positions on multiple boards. He is passionate about providing financial advice to individuals and families, helping them achieve their financial goals. Donald's firm, Eagle Strategies LLC, is a registered investment advisor that offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.
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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NY
05/24/2006 - Present
Eagle Strategies LLC (E. SETAUKET NY)
BC
Issued 7/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/1/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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