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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Curry is a registered investment advisor representative with Eagle Strategies LLC. Kevin has been in the securities industry since 1995 and has experience in providing investment advice to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Kevin's primary focus is on providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Kevin is a Series 6, 7, 24, 52, 53 and 66 licensed advisor and is registered with the state of Connecticut. Prior to joining Eagle Strategies LLC, Kevin held positions at Equico Securities, Inc. and The Equitable Life Assurance Society of the United States.
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
CT
06/19/2008 - Present
Eagle Strategies LLC (STRATFORD CT)
NY
01/13/1995 - 03/29/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/13/1995 - 03/29/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 06/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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