Unclaimed
Richard C. Jackson is an investment advisor representative with Eagle Strategies LLC and has been in the securities industry since February 2003. Richard holds the Series 6, Series 63, Series 65 and SIE securities licenses. He is registered in the states of Georgia, Indiana, Kentucky, Ohio, and Texas. Richard has been registered with Eagle Strategies LLC since February 2008. Richard is a volunteer with White Oak Christian Church and is the owner of Jackson Wealth Strategies, Ltd, which sells New York Life products and services as well as brokering non-registered insurance products.
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
OH
08/02/2024 - Present
Eagle Strategies LLC (CINCINNATI OH)
IA
Issued 1/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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