Unclaimed
Kenneth Peter Harper is an investment advisor representative with Eagle Strategies LLC, registered in Connecticut and New York. Kenneth has been in the industry since August 2003 and holds Series 7 and Series 66 securities licenses. Kenneth provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Kenneth has previously worked with LPL Financial LLC, Invest Financial Corporation, Edward Jones, New England Securities, and AXA Advisors, LLC. In addition to his work as an investment advisor representative, Kenneth also serves as a board member for the Newtown Rotary Club Foundation.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
CT
02/14/2018 - 06/25/2019
LPL FINANCIAL LLC (NORWALK CT)
CT
01/17/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (NORWALK CT)
CT
08/03/2009 - 01/18/2012
EDWARD JONES (NEWTOWN CT)
CT
06/17/2003 - 10/20/2008
NEW ENGLAND SECURITIES (WESTPORT CT)
NY
09/06/2001 - 05/01/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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