Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Tee Hart is an investment advisor representative at Eagle Strategies LLC. Jakob has been in the industry since December 2013 and is registered with the state of Florida as an Investment Advisor Representative. Jakob is also registered with the state of Texas as an Investment Advisor Representative. Jakob holds the following securities licenses: Series 6, Series 7, and Series 66. Jakob is also a licensed insurance broker in Florida. Jakob serves on the endowment fund committee for the Sahib Shriners and is a board member for Suncoast School for Innovative Studies. Jakob has been with Eagle Strategies LLC since 2019. Eagle Strategies LLC is a registered investment advisor with over 1534 licensed agents and 1878 investment advisor representatives. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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
FL
07/22/2021 - Present
Eagle Strategies LLC (SARASOTA FL)
BOTH
Issued 02/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jakob Hart is the right advisor for you? Invested Better is here to help.
