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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Dene Brown is a financial advisor with Eagle Strategies LLC. Traci has been in the financial industry since June 8, 2004, and has a broad range of experience, holding licenses in multiple states including New York, Colorado and Oklahoma. Traci is an active member of the North American Securities Administrators Association (NASAA) Series 63, 65, and 66 Exam Development Program, where she volunteers her time to review and develop exam content. Traci is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, 66, 53, 24, 7, and SIE licenses. Traci specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for individuals and businesses.
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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2
NY
08/03/2021 - Present
Eagle Strategies LLC (White Plains NY)
BOTH
Issued 3/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/15/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/7/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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