Unclaimed
William Scott Anders is a financial advisor with over 30 years of experience in the industry. He is a registered representative with Eagle Strategies LLC and is licensed to provide securities and investment advisory services in multiple states. William holds the Series 6, 7, 22, 24, 26, 39, and 63 licenses, along with the SIE designation. He specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. William is also a Chartered Financial Consultant and has a strong background in insurance, offering brokerage services as well.
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
FL
08/06/2021 - Present
Eagle Strategies LLC (PALM COAST FL)
BC
Issued 06/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/17/1990
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 12/07/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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