Unclaimed
Jordon Kurt Accetta is an active Investment Advisor Representative with Eagle Strategies LLC. Jordon is registered in nine states, with a focus on offering financial planning, pension consulting, and portfolio management for individuals and businesses. Jordon has over 5 years of experience in the industry, with a background in insurance brokering and financial services.
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
SC
11/28/2023 - Present
Eagle Strategies LLC (ROCK HILL SC)
BOTH
Issued 11/1/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/7/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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