Unclaimed
Kevin Scott Odell is a financial advisor with Eagle Strategies LLC, registered in Georgia and Texas. Kevin has been in the financial industry since 1985, and holds licenses for both Securities and Investment Advisory services. Kevin is a Chartered Financial Consultant and specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting.
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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GA
09/12/2023 - Present
Eagle Strategies LLC (CLAXTON GA)
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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