Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Robert Boyle is a financial professional with over 20 years of experience in the industry. Donald Boyle is registered with Eagle Strategies LLC, a firm with a strong focus on financial planning and investment management for individuals, businesses, and charitable organizations. The firm's expertise extends to areas like pension consulting, educational seminars, and publication of periodicals. Donald Boyle has held various registrations throughout his career, including Series 6, 7, 26, and 63, demonstrating expertise in investment company products, variable contracts, and general securities. With a commitment to professional development, Donald Boyle holds the Chartered Financial Consultant designation.
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
08/02/2021 - Present
Eagle Strategies LLC (Uniondale NY)
BC
Issued 8/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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