Unclaimed
Oscar Brewer is a Registered Investment Advisor and a Broker with Eagle Strategies LLC in Lexington, Kentucky. Oscar has been in the industry since January 2014 and specializes in providing financial planning and investment management services to individuals and businesses. Oscar also holds Series 6, 63, and 65 licenses. Oscar is a Board Member for Cave Run Water Commission and Big Woods Community Church, which demonstrates a dedication to community service.
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
KY
01/05/2023 - Present
Eagle Strategies LLC (LEXINGTON KY)
IA
Issued 12/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/8/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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