Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sidney? Claim Your ProfileSidney Earl Phillips is a financial advisor with Eagle Strategies LLC. Sidney has been in the industry since 1983 and is registered in 24 states. Sidney provides a range of financial planning, investment advisory, and brokerage services to individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to holding the Series 6, 7, 22, 24, 63 and 65 licenses, Sidney is also a Chartered Financial Consultant. Sidney is committed to helping 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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VA
10/31/2002 - Present
Eagle Strategies LLC (NORFOLK VA)
IN
04/22/1993 - 11/11/1996
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IN
10/19/1992 - 04/05/1993
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NY
03/23/1983 - 09/28/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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