Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Dougherty is a financial advisor with Eagle Strategies LLC. Kirk has been in the financial industry since May 7, 2019, and holds the Series 63, 7TO, and SIE licenses. Kirk is a Chartered Financial Consultant and specializes in providing financial planning, pension consulting, and portfolio management for individuals and charitable organizations. Kirk is also a performing artist and singer.
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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NY
09/29/2022 - Present
Eagle Strategies LLC (Victor NY)
BC
Issued 2/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/1/2023
Series 7TO - General Securities Representative Examination
BC
Issued 5/8/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 5/8/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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