Unclaimed
Osereme Okojie is a financial professional with over 18 years of experience in the industry. Osereme is registered with Eagle Strategies LLC and is licensed in several states including Texas, New York, Illinois, Arizona, Ohio and Massachusetts. Osereme holds a Series 6, Series 63 and SIE license. Osereme is also a Chartered Financial Consultant. Osereme's experience includes working with high-net-worth individuals, corporations and charitable organizations. Osereme's services include financial planning, portfolio management and educational seminars. Osereme also operates under the DBA name of Okojie Strategic Financial Solutions, LLC, for the purpose of selling New York Life products and services, as well as brokering 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
TX
08/19/2021 - Present
Eagle Strategies LLC (HOUSTON TX)
BC
Issued 6/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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