Unclaimed
Kelly Goldstein is an investment advisor representative at Eagle Strategies LLC, based in Sarasota, Florida. Kelly has been in the securities industry since 2017 and has a Series 6, Series 7TO, and Series 66 license. Kelly has experience in financial planning and is registered with the state of Florida as an investment advisor. Kelly is committed to providing her clients with the highest level of service and expertise.
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.
1
2
FL
04/29/2021 - Present
Eagle Strategies LLC (SARASOTA FL)
BOTH
Issued 4/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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