linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kiri Dawn martin Pullan

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kiri? Claim Your Profile

About Kiri Dawn martin Pullan

Kiri Pullan is a Registered Representative and Investment Advisor Representative at Eagle Strategies LLC, a firm based in New York, NY. Kiri has worked in the financial services industry since November 2017. Kiri has earned the Series 7, Series 24, Series 51, and Series 66 licenses. Kiri specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for corporations or other businesses. Kiri is currently registered with the state of Utah.

Firm Information

Kiri Pullan is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

SOUTH TOWNE CORPORATE CENTER 1

SANDY, UT 84070

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kiri Pullan’s Registration & Firm History

UT

12/06/2021 - Present

Eagle Strategies LLC (SANDY UT)

Not sure if Kiri Dawn martin Pullan is right for you?

Licenses & Designations

BOTH

Issued 11/15/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/2/2022

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 4/9/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kiri Dawn martin Pullan.
Not sure if Kiri Dawn martin Pullan is right for you?