Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Blake Mckinney is a financial professional with over 27 years of experience in the securities industry. Jerry has a broad range of experience, having worked with several financial institutions, including Eagle Strategies LLC and New York Life Insurance Company. Jerry is currently registered with Eagle Strategies LLC and is licensed in Arkansas, Kansas, and Missouri. Jerry specializes in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Jerry's commitment to helping clients achieve their financial goals is reflected in the positive feedback received from clients.
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
KS
05/02/2023 - Present
Eagle Strategies LLC (OVERLAND PARK KS)
BOTH
Issued 2/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 8/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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