Unclaimed
Jemal Carter is an Investment Advisor Representative associated with Eagle Strategies LLC. Jemal has been in the financial services industry since 2013. Jemal is registered with the state of New York as an Investment Advisor Representative and with FINRA as a Registered Representative. Jemal has passed the following FINRA exams: Series 6, Series 7, Series 26 and Series 63. Jemal is also a Chartered Financial Consultant.
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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NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
BC
Issued 4/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/9/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2019
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/1/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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