Unclaimed
Henry Campbell Mcgee is a registered investment advisor representative with Eagle Strategies LLC. Henry is a seasoned professional with over 20 years of experience in the financial services industry. Henry has passed the Series 6, Series 7, Series 63 and Series 66 exams. Henry is registered in 15 states, including California, Colorado, Florida, Georgia, Michigan, Minnesota, Mississippi, New Mexico, North Carolina, South Carolina, Tennessee, Virginia, and Wyoming. Henry specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Henry offers a wide range of financial services, including financial planning, portfolio management, and educational seminars. Henry is dedicated to providing personalized advice and guidance to help clients achieve their financial goals.
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
SC
01/27/2015 - Present
Eagle Strategies LLC (GREENVILLE SC)
BOTH
Issued 1/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 2/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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