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Kelli Renee Little

Eagle Strategies LLC

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About Kelli Renee Little

Kelli Renee Little is an Investment Advisor Representative with Eagle Strategies LLC. Kelli has been in the financial industry for over 11 years. Kelli has a Series 6, Series 7, Series 26 and Series 63 licenses. Kelli is also a Chartered Financial Consultant (ChFC). Kelli works with individuals, high-net-worth individuals, corporations and charitable organizations. Kelli offers a variety of financial planning services including financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management.

Firm Information

Kelli Little is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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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Kelli Little’s Registration & Firm History

NC

01/10/2024 - Present

Eagle Strategies LLC (Charlotte NC)

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Licenses & Designations

BC

Issued 01/31/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2018

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelli Renee Little.
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