Unclaimed
Kelly Shawn Dowell is an investment advisor representative with Eagle Strategies LLC. Kelly has been in the industry since 1996 and holds licenses in several states including Alabama, Florida, and Texas. Kelly also has a variety of designations and certifications, including Series 6, 7, 24, 63, and 66. Kelly has experience providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Kelly has a track record of success in the financial services industry and is dedicated to helping clients achieve their financial 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.
1
2
AL
06/10/2017 - Present
Eagle Strategies LLC (DAPHNE AL)
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/3/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 1/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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