Unclaimed
Elijah Zeh is a registered investment advisor representative with Eagle Strategies LLC. Elijah has been active in the securities industry since 2024. Elijah is currently registered in Massachusetts. Elijah has passed the Series 63, Series 6TO, and SIE exams. Elijah holds a Series 63 license and has been licensed to sell insurance and investment products for many years.
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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MA
11/12/2024 - Present
Eagle Strategies LLC (WESTBOROUGH MA)
BC
Issued 06/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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