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Leon Kearse

Eagle Strategies LLC

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About Leon Kearse

Leon Kearse is a financial advisor who is registered with the state of Florida as both a Broker-Dealer and Investment Advisor. Leon has over 7 years of experience in the financial services industry. Leon's previous experience includes working for Edward Jones, E*TRADE Securities LLC, J.P. Morgan Securities LLC, Park Avenue Securities LLC, and Equity Services, Inc.. Leon has been with Eagle Strategies LLC since 2021. Eagle Strategies LLC offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Leon is dedicated to providing his clients with personalized financial advice and strategies to help them reach their financial goals.

Firm Information

Leon Kearse is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Leon Kearse’s Registration & Firm History

FL

12/03/2021 - Present

Eagle Strategies LLC (MAITLAND FL)

GA

01/16/2019 - 08/11/2021

EQUITY SERVICES, INC. (ATLANTA GA)

GA

11/20/2017 - 12/07/2018

PARK AVENUE SECURITIES LLC (ALPHARETTA GA)

GA

05/11/2016 - 08/23/2017

J.P. MORGAN SECURITIES LLC (DECATUR GA)

GA

01/13/2016 - 05/11/2016

E*TRADE SECURITIES LLC (ALPHARETTA GA)

GA

06/16/2014 - 12/08/2015

EDWARD JONES (SANDY SPRINGS GA)

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Licenses & Designations

BOTH

Issued 09/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leon Kearse.
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