Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Samuel MacKey is a financial professional with over 13 years of experience in the industry. James is currently registered with Eagle Strategies LLC and is a Chartered Financial Consultant. James is also registered in California and New York as an investment advisor representative. James offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. James's areas of expertise include retirement planning, investment management, and insurance. James's experience and expertise make him a valuable resource for clients seeking to 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.
1
2
CA
06/14/2023 - Present
Eagle Strategies LLC (WESTLAKE VILLAGE CA)
BC
Issued 02/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James MacKey is the right advisor for you? Invested Better is here to help.
