Unclaimed
Tia Nicholette Pappas is a financial professional with over 10 years of experience in the industry. She currently holds Series 63, 7TO, and SIE licenses and is registered in California, North Carolina, Oregon, Texas, and Utah. Tia is a licensed agent with Eagle Strategies LLC, a firm with over 1500 licensed agents and over 1900 registered representatives. Tia has a proven track record of providing financial advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. She specializes in providing financial planning, pension consulting, and educational seminars. Tia's commitment to providing personalized financial guidance has earned her a reputation for excellence and trustworthiness.
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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UT
10/16/2024 - Present
Eagle Strategies LLC (SANDY UT)
BC
Issued 11/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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