Unclaimed
Paul Kageleiry is a financial advisor with Eagle Strategies LLC, working out of their Dover, NH office. Paul has been in the industry since 1987. Paul holds a Series 66 license and offers financial planning, educational seminars, and portfolio management for individuals. Paul also has a Series 7 and SIE license.
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
NH
04/26/2005 - Present
Eagle Strategies LLC (DOVER NH)
BOTH
Issued 04/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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