Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meaghan? Claim Your ProfileMeaghan Ives is a registered investment advisor representative with Eagle Strategies LLC. Meaghan is licensed in Florida and has been in the industry since 2014. Meaghan offers financial planning and portfolio management services to individuals, businesses, and charitable organizations. She is also licensed to sell securities in Florida. Meaghan holds the Series 66, Series 7, and SIE licenses. In addition to working with clients, Meaghan is a notary public and notarizes client documents when needed.
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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FL
06/02/2022 - Present
Eagle Strategies LLC (PENSACOLA FL)
BOTH
Issued 2/5/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/6/2021
Series 7TO - General Securities Representative Examination
BC
Issued 9/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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