Unclaimed
Patricia Moulton is an Investment Advisor Representative at Eagle Strategies LLC. Patricia has been in the financial industry since March 29, 2016 and has been registered with the Securities and Exchange Commission (SEC) since August 22, 2016. Patricia is licensed to provide financial advice in 25 states and the District of Columbia. Patricia's firm, Eagle Strategies LLC, provides a wide range of financial services including financial planning, portfolio management, and educational seminars.
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
WY
04/10/2024 - Present
Eagle Strategies LLC (Powell WY)
BOTH
Issued 4/9/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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