Unclaimed
John Philip Curry is a financial advisor at Eagle Strategies LLC. John has been in the financial services industry since 1991. John holds FINRA Series 6, 7, 24, 26 and 63 licenses, as well as the SIE and Series 66 licenses. John is registered with the state of Connecticut and New York. John is a registered representative of Eagle Strategies LLC and a licensed investment advisor in New York and Connecticut. John has previously been employed by EQUICO SECURITIES, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. John is a passive investor in TTT One LLC and Bear Spring Properties LLC.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (MELVILLE NY)
NY
07/22/1991 - 03/02/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/22/1991 - 03/02/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/7/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 5/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/1997
Series 7 - General Securities Representative Examination
BC
Issued 7/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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