Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Lynn Laupp is an investment advisor representative with Eagle Strategies LLC. Nathaniel has been in the securities industry since 2015 and is registered to offer securities in 19 states. He is also a registered investment advisor representative in Missouri and Texas. Nathaniel has a Series 7, 6, and 63 license. He also has passed the Series 66 and SIE exams. He has held positions at various firms including New York Life Insurance Company and Ferguson Financial Group LLC. In addition to his work as an investment advisor, Nathaniel is a board member of the Focus Marines Foundation. He is also a member of The Dinner networking group. Nathaniel offers a variety of financial planning services to individuals and businesses. He also brokers non-registered insurance products.
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
MO
06/30/2023 - Present
Eagle Strategies LLC (CREVE COEUR MO)
BOTH
Issued 8/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/9/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2017
Series 7 - General Securities Representative Examination
BC
Issued 2/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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