Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Jane Moritz is a registered representative and investment advisor representative with Eagle Strategies LLC. Kathy has been in the industry since August 2002. Kathy has worked with New York Life Insurance Company and NYLIFE Securities LLC before joining Eagle Strategies LLC. Kathy is registered in District of Columbia, Maryland, Virginia, and West Virginia. Kathy also holds Series 6, 7, 24, 63 and 66 securities licenses. Kathy specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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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VA
07/22/2020 - Present
Eagle Strategies LLC (VIENNA VA)
BOTH
Issued 01/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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