Unclaimed
John Knox Mccallum is a financial professional with over 30 years of experience in the financial services industry. John is currently registered with Eagle Strategies LLC, a firm with a long history of providing investment advice and financial planning services. John is also registered as an investment advisor representative in South Carolina. John holds a Series 63 and Series 6 license, as well as the Securities Industry Essentials Examination (SIE). John has a strong track record of success in helping clients achieve their financial goals. John specializes in working with high-net-worth individuals, families, and businesses. John provides a range of services, including financial planning, investment management, and retirement planning. John is committed to providing clients with personalized financial advice and exceptional service.
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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SC
01/22/2024 - Present
Eagle Strategies LLC (GREENVILLE SC)
BC
Issued 4/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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