Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Haggerty is a financial advisor with Eagle Strategies LLC. Patrick has been in the industry since 2013. Patrick is registered with FINRA, the state of California and the state of Texas as an Investment Advisor Representative. Patrick is also registered as a Securities Agent in 28 other states. Patrick's previous employment includes working at Franklin/Templeton Distributors, Inc. and New York Life Insurance Co. Patrick is an active member of the Professional Bowlers Tour. Patrick provides services including financial planning, pension consulting, educational seminars and portfolio management for individuals. Patrick also offers financial advice to charitable organizations and corporations or other businesses.
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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CA
12/17/2020 - Present
Eagle Strategies LLC (ROSEVILLE CA)
CA
06/05/2013 - 11/19/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
IA
Issued 7/7/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/2016
Series 7 - General Securities Representative Examination
BC
Issued 6/4/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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