Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin William Curry is a financial professional with over 25 years of experience in the industry. Kevin is a registered representative with Eagle Strategies LLC, a firm headquartered in New York, New York. Kevin specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Kevin is also a registered investment advisor representative with the state of Connecticut.
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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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 6/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2007
Series 7 - General Securities Representative Examination
BC
Issued 1/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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