Unclaimed
Martin Ezelle is a financial advisor with Eagle Strategies LLC, based in Dallas, TX. Martin has been in the financial services industry since 2015 and is registered to provide investment advice in 21 states. Martin is also a licensed insurance broker, holding an appointment with outside insurance carriers. Martin is an active member of the Greater East Dallas Chamber of Commerce. Martin's areas of specialization include investment advisory, financial planning, pension consulting, 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
TX
07/12/2017 - Present
Eagle Strategies LLC (Dallas TX)
BOTH
Issued 6/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/9/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 2/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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