Unclaimed
Eric Jackson is an investment advisor representative, licensed since December 2003. Eric is affiliated with Eagle Strategies LLC, a registered investment advisor firm with a main office in New York, NY. Eric has passed the Series 6, 7, 26, 63, and 65 exams. Eric also has a broad range of state registrations. Eric's experience includes work with New York Life Ins. Co. and NYLIFE Securities Inc. Eric provides financial planning services and portfolio management for individuals.
AUSTELL, GA
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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GA
03/14/2024 - Present
Eagle Strategies LLC (AUSTELL GA)
IA
Issued 4/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/30/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/3/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/1/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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