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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Andrew Levy is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Howard is active in both the Securities and Investment Advisory industries since 1989, with a strong background in investment products and services. Howard holds multiple industry licenses, including Series 7, 6, 22, 52, 24, 63, and 65. Howard focuses on financial planning for individuals, families, and corporations. Howard also provides portfolio management services to clients. Eagle Strategies LLC has been a leader in the financial services industry since its founding in 2017. The firm has a strong commitment to providing clients with the highest quality investment advice and services.
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
MA
12/05/2017 - Present
Eagle Strategies LLC (WALTHAM MA)
IA
Issued 11/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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