Unclaimed
Nathan Everett Engstrom is an investment advisor representative with Eagle Strategies LLC. Nathan is based in Tigard, Oregon and has been in the industry since January 1995. Nathan has Series 6, 7, 63 and 65 securities licenses. Nathan specializes in offering investment advice to high-net-worth individuals and families, corporations and businesses, charitable organizations, and individuals other than high-net-worth.
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
OR
01/04/2024 - Present
Eagle Strategies LLC (TIGARD OR)
IA
Issued 5/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/6/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/7/1998
Series 7 - General Securities Representative Examination
BC
Issued 1/6/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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