Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Esther Capparuccini is a financial advisor with Eagle Strategies LLC, a firm specializing in providing financial advice to individuals, high-net-worth individuals, charitable organizations, and corporations. Mary is registered in multiple states, including Vermont, Connecticut, Missouri, New Hampshire, and New York. She is also a licensed investment advisor representative. Mary has experience in the financial industry, including working with New York Life. She has obtained the Series 7, Series 63, Series 65, and SIE licenses. In addition to her financial advising role, Mary is also involved with the Burlington Young Professionals and the Women Business Owners Network. She is dedicated to assisting individuals and businesses in achieving their financial goals.
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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VT
04/13/2023 - Present
Eagle Strategies LLC (SO BURLINGTON VT)
IA
Issued 04/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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