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 registered Investment Advisor Representative with Eagle Strategies LLC. Mary Esther is a licensed professional offering financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals. Mary Esther is a registered professional in Connecticut, Missouri, New Hampshire, New York and Vermont.
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 4/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/9/2023
Series 7TO - General Securities Representative Examination
BC
Issued 8/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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