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Samir J Alame

Eagle Strategies LLC

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About Samir J Alame

Samir Alame has been a registered representative since August 20, 1992, and has worked with Eagle Strategies LLC since August 2009. Samir has experience in the financial industry with various firms, including New York Life Insurance Company and Financial Literacy LLC. Samir is a Chartered Financial Consultant and has specializations in Retirement Planning, Estate Planning, Insurance, Mutual Funds, Annuities and Fixed Income. Samir's primary affiliation is with Eagle Strategies LLC.

Firm Information

Samir Alame is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

4140 PARKLAKE AVE

RALEIGH, NC 27612

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samir Alame’s Registration & Firm History

NC

02/08/2022 - Present

Eagle Strategies LLC (RALEIGH NC)

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Licenses & Designations

BC

Issued 8/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2012

Series 7 - General Securities Representative Examination

BC

Issued 8/20/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samir J Alame.
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