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Paul James Haye

Eagle Strategies LLC

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About Paul James Haye

Paul James Haye is a financial advisor with over 40 years of experience in the industry. Paul is currently registered with Eagle Strategies LLC and has a Series 63, Series 22, Series 6, and SIE license. Paul has been registered as a broker-dealer in multiple states, including Ohio, Texas, California, and Florida. Paul is a Chartered Financial Consultant. Paul also operates under the DBA name of Heritage Planners. Paul is also licensed as an investment advisor representative in Ohio and Texas.

Firm Information

Paul Haye is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Haye’s Registration & Firm History

OH

12/23/2019 - Present

Eagle Strategies LLC (MAUMEE OH)

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Licenses & Designations

BC

Issued 12/17/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/20/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul James Haye. Review regulatory record here.
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