Unclaimed
Mac Kowaleski is a registered investment advisor representative with Eagle Strategies LLC. Mac has been in the industry since 2015. Mac holds licenses in North Carolina, South Carolina and Illinois. Mac Kowaleski is licensed to provide investment advice and portfolio management services. Mac also provides financial planning and educational seminars to clients.
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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NC
05/06/2024 - Present
Eagle Strategies LLC (CHARLOTTE NC)
BOTH
Issued 4/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/9/2023
Series 7TO - General Securities Representative Examination
BC
Issued 3/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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