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Kari S Rai

Eagle Strategies LLC

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About Kari S Rai

Kari Rai is an active investment advisor representative in the state of Rhode Island and Massachusetts with over 20 years of experience in the financial services industry. Kari Rai currently works for Eagle Strategies LLC, which is headquartered in New York City. Eagle Strategies LLC provides a range of financial planning services, including portfolio management and pension consulting, to individuals, high-net-worth individuals, businesses and charitable organizations.

Firm Information

Kari Rai is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

1301 ATWOOD AVENUE

JOHNSTON, RI 02919

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kari Rai’s Registration & Firm History

RI

03/13/2024 - Present

Eagle Strategies LLC (JOHNSTON RI)

RI

12/17/2018 - 05/02/2022

EQUITABLE ADVISORS, LLC (WARWICK RI)

NY

02/07/2005 - 05/05/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

03/05/2002 - 04/06/2004

HRC INVESTMENT SERVICES, INC. (GLEN HEAD NY)

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Licenses & Designations

BOTH

Issued 2/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kari S Rai.
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