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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dewon Chappell is an Investment Advisor Representative associated with Eagle Strategies LLC, based in Montgomery, Alabama. Eric has been in the financial services industry since February 17, 2007. Eric is registered with the state of Alabama and holds the Series 6, 7, and 66 securities licenses. Eric also holds the SIE designation. Eric specializes in financial planning, portfolio management for individuals, and educational seminars. Eric has prior experience working with Mutual of Omaha Investor Services, Inc., New York Life Insurance Company, NYLife Securities, LLC, and Essential Insurance and Retirement Planning. Eric provides services for individuals, high-net-worth individuals, 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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2
AL
03/14/2023 - Present
Eagle Strategies LLC (MONTGOMERY AL)
AL
12/18/2006 - 04/28/2009
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MONTGOMERY AL)
BOTH
Issued 11/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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