Unclaimed
Stephen McCue is an Investment Advisor Representative with Eagle Strategies LLC and has been in the financial services industry since November 15, 2003. Stephen McCue has a Series 6, Series 63, and Series 6TO license. Stephen McCue is registered in Massachusetts, Rhode Island, and Maine. Stephen McCue is also appointed with outside insurance carriers for the purpose of brokering non-registered insurance products. Stephen McCue has prior experience working with John Hancock, Voya Financial, New York Life Insurance Company, and NYLife Securities LLC.
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
MA
01/17/2025 - Present
Eagle Strategies LLC (WALTHAM MA)
MA
01/01/2005 - 11/26/2014
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
02/20/1996 - 01/01/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/20/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen McCue is the right advisor for you? Invested Better is here to help.