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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip McEvoy is an investment advisor representative with Eagle Strategies LLC. Philip has over 18 years of experience in the financial services industry. Philip has a Series 7, Series 6, and Series 63 license, as well as the SIE. Philip also holds the Uniform Investment Adviser Law Examination. Philip is registered in Alabama, Massachusetts, New York, North Carolina, and Oklahoma. Philip's firm specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. The firm's clients include high-net-worth individuals, 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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NY
06/11/2024 - Present
Eagle Strategies LLC (Victor NY)
NJ
09/02/2005 - 10/05/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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