Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Coats is a financial advisor who has been in the industry since 1983. Jerry is currently registered with Eagle Strategies LLC, a firm that provides financial planning, pension consulting, and portfolio management services. Jerry has a wide range of experience in the financial services industry and has held various positions at different firms. Jerry has the Series 6, 22 and 63 securities licenses. Jerry also holds the Chartered Financial Consultant designation. Jerry is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. Jerry has experience working with a variety of clients, including individuals, businesses, and charitable 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.
1
2
AR
03/08/2017 - Present
Eagle Strategies LLC (LITTLE ROCK AR)
BC
Issued 10/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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