Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward James Kelly has been working in the financial services industry since 1990. Edward is registered with Eagle Strategies LLC as an Investment Adviser Representative and has been with the firm since 2010. Edward is also registered as a Broker Dealer with Eagle Strategies LLC in New York. Prior to joining Eagle Strategies LLC, Edward worked for MetLife Securities Inc. and Metropolitan Life Insurance Company. Edward is a licensed insurance broker and sells property and casualty insurance products through outside carriers. Edward is also the owner of a 2-family home in Brooklyn, NY. Edward's firm, Eagle Strategies LLC, is headquartered in New York, NY. Edward specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals, and portfolio management for businesses.
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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2
NY
08/07/2021 - Present
Eagle Strategies LLC (MELVILLE NY)
MA
04/09/1990 - 02/06/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/09/1990 - 02/06/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/07/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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