Unclaimed
Kory Brown is a financial advisor registered with Eagle Strategies LLC. Kory has been a registered representative since December 2013 and is currently licensed in California, Maine and Rhode Island. Kory is also a registered investment advisor in California and has been actively involved in the financial services industry for over 10 years.
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
CA
07/02/2021 - Present
Eagle Strategies LLC (FRESNO CA)
BOTH
Issued 6/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kory Brown is the right advisor for you? Invested Better is here to help.