Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Cohen Burrows is a financial advisor associated with Eagle Strategies LLC, based in Windsor, CT. Eli has been working in the financial industry since July 2015. Eli is a licensed securities representative and investment advisor representative in Connecticut. Eli has passed the SIE, Series 6, Series 7, Series 24 and Series 66 exams. Eli's experience includes positions at RENEW in New Orleans, LA, New York Life Insurance Company in New Orleans, LA, NYLife Securities LLC in New Orleans, LA, and Eagle Strategies LLC in Plano, TX.
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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CT
06/15/2023 - Present
Eagle Strategies LLC (WINDSOR CT)
BOTH
Issued 3/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 7/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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