Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mcavinn has been in the financial industry since February 14, 1985. Peter is a registered representative with Eagle Strategies LLC. He is also a registered investment advisor in Massachusetts. Peter has a wide range of experience in the financial industry, including experience with NYLife Securities LLC and New York Life Insurance Company. Peter holds several industry licenses, including Series 6, 7, 22, 24, 63 and SIE. Peter is also a Certified Financial Planner. Peter's firm, Eagle Strategies LLC, provides a range of financial services to individuals, businesses, and charitable organizations. These services include 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.
1
2
MA
02/09/2004 - Present
Eagle Strategies LLC (WALTHAM MA)
NY
09/12/1986 - 12/07/1995
MONY SECURITIES CORP. (NEW YORK NY)
NA
05/24/1984 - 01/16/1986
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 9/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 7/10/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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