Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Clark Walgamotte is a registered investment advisor representative with Eagle Strategies LLC. Kelly has been in the financial services industry for over five years. Kelly has experience working with individuals, high-net-worth individuals, charitable organizations, and corporations. Kelly holds Series 7, 6, 63, and 66 licenses. Kelly also holds a license as an insurance broker. In addition to working with clients on their investment needs, Kelly also offers financial planning 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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LA
08/21/2024 - Present
Eagle Strategies LLC (MANDEVILLE LA)
LA
06/21/2021 - 02/17/2023
LPL FINANCIAL LLC (SLIDELL LA)
LA
12/23/2019 - 06/28/2021
NYLIFE SECURITIES LLC (NEW ORLEANS LA)
MS
10/10/2018 - 10/01/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Gulfport MS)
TN
06/22/2018 - 08/31/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Nashville TN)
BOTH
Issued 7/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/6/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 8/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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