Unclaimed
Jeran Boyd Artery is an investment advisor representative with Eagle Strategies LLC. Jeran has been in the industry since 1994 and is registered in 8 states, including Arizona, Colorado, Florida, Illinois, Montana, Rhode Island, and Wyoming. Jeran holds several industry licenses, including Series 6, 7, 24, 63, and 65. Jeran's specializations include retirement planning, college savings, estate planning, insurance, and financial planning for small 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
WY
01/02/2024 - Present
Eagle Strategies LLC (CHEYENNE WY)
IA
Issued 12/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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