Unclaimed
John Berchman Stagg is an investment advisor representative with Eagle Strategies LLC. John has been in the securities industry since August 2019. John has a Series 7, 63, and 65 license. John is registered with the states of Alabama, Arizona, California, Colorado, District of Columbia, Illinois, Kansas, Louisiana, Nebraska, North Carolina, Ohio, Oklahoma, Tennessee, Texas, and the states of Oklahoma and Texas. John is also registered as an investment advisor representative with the firm. John is a member of the Tristesse Grief Foundation, helping people who have lost a loved one get grief counseling.
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
OK
01/12/2023 - Present
Eagle Strategies LLC (TULSA OK)
IA
Issued 10/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 8/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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