Unclaimed
Scott Tally is an investment advisor representative registered with Eagle Strategies LLC. Scott Tally has been in the industry since June 26, 2008. Scott Tally is licensed in Colorado and has a Series 7, 63, and 66 license. Scott Tally specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.
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
CO
12/05/2011 - Present
Eagle Strategies LLC (WOODLAND PARK CO)
BOTH
Issued 11/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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