Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth McCarty is a registered investment advisor representative in Texas. Seth has been in the industry for over 2 years and is associated with Eagle Strategies LLC. Seth has passed the Series 7TO, Series 63 and Series 65 exams, and is registered in Texas, Oregon and Mississippi. Seth specializes in financial planning and investment 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.
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TX
03/26/2024 - Present
Eagle Strategies LLC (AUSTIN TX)
BC
Issued 09/23/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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