Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie McGinley is an investment advisor representative with Eagle Strategies LLC. Natalie has been in the industry since January 9, 2017, and holds Series 6, 7, 63, and 66 licenses. Natalie is registered to provide investment advice in Alabama, California, Connecticut, Florida, Michigan, Montana, New Jersey, New York, and Oregon. Eagle Strategies LLC is a registered investment advisor with the SEC and is based in New York, NY. The firm manages assets for individuals, high net worth individuals, charitable organizations, and corporations. Eagle Strategies LLC also provides financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
1
2
NY
08/03/2021 - Present
Eagle Strategies LLC (MELVILLE NY)
BOTH
Issued 10/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Natalie Mcginley is the right advisor for you? Invested Better is here to help.
