Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Yvonne Ottey is a registered representative with Eagle Strategies LLC, a firm with over 1500 agents, 1800 investment advisor representatives, and 1900 registered representatives. Grace has been working in the financial industry since December 2004. Grace holds several licenses and certifications, including Series 7, 6, 63, 65, and 24. Grace is registered with the state of Texas as an Investment Advisor Representative. The firm specializes in financial planning, pension consulting, and portfolio management for individuals.
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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TX
04/22/2022 - Present
Eagle Strategies LLC (PLANO TX)
NM
05/16/2006 - 09/29/2011
NEW ENGLAND SECURITIES (ALBUQUERQUE NM)
TX
06/02/2003 - 09/06/2005
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 6/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 5/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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