Unclaimed
Robert Alan Clanton is an investment advisor representative with Eagle Strategies LLC. Robert has been in the securities industry since June 1991. Robert holds Series 6, 7, 22, 63 and 65 licenses. Robert has professional designations in Financial Planning, Pension Consulting, Education Seminars, Portfolio Management for Individuals and Portfolio Management for Businesses. Robert currently works out of the Greenville, SC office of Eagle Strategies LLC. Robert also works as an insurance broker.
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
SC
03/14/2006 - Present
Eagle Strategies LLC (GREENVILLE SC)
IA
Issued 4/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/7/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 6/7/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/7/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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