Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Andrew MacPherson is an Investment Advisor Representative with Eagle Strategies LLC. Keith is a securities professional with experience in the financial services industry. Keith has been providing financial advice for over 17 years and has earned multiple professional licenses and certifications. Keith is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the states of Connecticut, Florida, New Jersey, New York, North Carolina, and Ohio. Keith holds a Series 7, Series 6, Series 63, and Series 66 license. Keith is also a registered Investment Advisor Representative in Connecticut and New York. Keith also holds a SIE license. Keith is licensed to provide financial advice to individuals, families, businesses, and charitable organizations. Keith specializes in financial planning, retirement planning, college savings planning, and estate planning. Keith is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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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NY
08/03/2021 - Present
Eagle Strategies LLC (MELVILLE NY)
BOTH
Issued 11/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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