Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donley? Claim Your ProfileDonley Sargent is a financial professional with over 40 years of experience in the financial services industry. Donley is a Certified Financial Planner™ and holds the Series 6, Series 22, Series 63, and SIE licenses. Donley is registered as an investment advisor representative with Eagle Strategies LLC in Georgetown, TX. Donley has been with Eagle Strategies LLC since May 2009. Eagle Strategies LLC is an investment advisory firm with offices in New York, NY and Georgetown, TX. Eagle Strategies LLC provides financial planning and investment management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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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TX
05/26/2009 - Present
Eagle Strategies LLC (GEORGETOWN TX)
BC
Issued 8/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/3/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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