Unclaimed
Laura Day is an investment advisor representative registered with Eagle Strategies LLC, with over 23 years of experience in the financial services industry. Laura specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Laura holds Series 6, 7, 63, and 65 licenses as well as the SIE, and is registered with the state of Delaware, Pennsylvania and Texas. Laura is currently licensed with Eagle Strategies LLC with branch locations in Newark, Delaware, and is also an insurance broker for Laura Day & Associates, which brokers non-registered insurance products. Laura has experience in working with various financial products, including mutual funds, variable annuities, and insurance.
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
DE
10/17/2023 - Present
Eagle Strategies LLC (NEWARK DE)
IA
Issued 4/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 7/5/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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