Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath B. Houston is an investment advisor representative with Eagle Strategies LLC. Heath has been in the securities industry since 2007. Heath holds the Series 66 and Series 7 licenses. Heath is also registered to provide investment advisory services in Arkansas, California, Iowa, Mississippi, North Carolina, Tennessee and Texas. Heath is associated with Eagle Strategies LLC. In addition, Heath is associated with NYLife Securities LLC and New York Life Insurance Company. Heath is also associated with HH Strategies LLC and Crystal Clear Financial Group, LLC, which are both DBA names for the purpose of selling New York Life products and services as well as brokering non-registered insurance products. Heath is also associated with Wolf Ridge Farms LLC, a hunting camp for himself and 2 other friends, which is not for profit.
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.
1
2
MS
01/09/2023 - Present
Eagle Strategies LLC (Oxford MS)
TN
08/08/2007 - 06/18/2008
WADDELL & REED, INC. (MEMPHIS TN)
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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