Unclaimed
Louis Orsatti is an Investment Advisor Representative associated with Eagle Strategies LLC, registered with the state of Massachusetts. Louis has been in the industry since August 8th, 2014. Louis Orsatti is a licensed securities professional with Series 7, 6, 63 and 66 securities licenses. Louis Orsatti specializes in serving high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Louis Orsatti has experience providing portfolio management services for individuals, financial planning and educational seminars.
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
MA
04/29/2021 - Present
Eagle Strategies LLC (WALTHAM MA)
BOTH
Issued 2/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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