Unclaimed
William Gordon French is a financial advisor with over two years of experience in the industry. William is currently registered with Eagle Strategies LLC, providing financial planning and investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. William also offers educational seminars and selection of other advisers.
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
MD
11/19/2024 - Present
Eagle Strategies LLC (BETHESDA MD)
BOTH
Issued 05/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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