Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Timothy Kersanac is a financial professional with over 20 years of experience in the industry. James is currently registered as a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. James holds Series 6, 63, 65 and SIE licenses and has been actively registered in several states including Alabama, Colorado, Florida, Georgia, Indiana, Louisiana, Mississippi, North Carolina, South Carolina, Texas and Utah. James also provides services as an outside brokering agent for various insurance companies, focusing on life, health, annuity, disability, accident, and cancer policies. James has a proven track record of success in providing personalized financial advice and investment solutions to a wide range of clients, including individuals, families, businesses, and non-profit organizations.
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
FL
02/09/2023 - Present
Eagle Strategies LLC (DESTIN FL)
IA
Issued 12/2/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/7/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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