Unclaimed
Strawford Hale Dees IV is an investment advisor representative with Eagle Strategies LLC. Strawford has been in the financial services industry since 2006 and has experience in providing investment advisory services to individuals, corporations, and charitable organizations. Strawford has held previous positions with VOYA FINANCIAL ADVISORS, INC., LPL FINANCIAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LEVEL FOUR FINANCIAL, LLC and Magnolia Capital Advisors LLC. Strawford holds the Series 66, Series 7, and SIE exams.
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
AL
01/06/2025 - Present
Eagle Strategies LLC (DAPHNE AL)
MS
11/07/2023 - 12/01/2023
LEVEL FOUR FINANCIAL, LLC (Jackson MS)
AL
12/19/2018 - 09/25/2023
LPL FINANCIAL LLC (MOBILE AL)
MS
08/15/2014 - 12/21/2018
VOYA FINANCIAL ADVISORS, INC. (OCEAN SPRINGS MS)
MS
04/06/2010 - 08/27/2014
LPL FINANCIAL LLC (OCEAN SPRINGS MS)
MS
01/10/2006 - 04/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BILOXI MS)
BOTH
Issued 02/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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