Unclaimed
Sammy Clyatt is an investment advisor representative with Eagle Strategies LLC, a registered investment advisor based in New York, NY. Sammy is a Chartered Financial Consultant and has been in the securities industry since 1984. Sammy is registered with the state of Tennessee as both a broker-dealer and an investment advisor. Sammy has worked in the financial services industry for over 40 years, and has a wealth of experience in providing investment advice to individuals, families, and businesses. Sammy is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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
TN
01/27/2004 - Present
Eagle Strategies LLC (CHATTANOOGA TN)
IA
Issued 01/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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