Osereme T Okojie

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2004 → Present
  New York Life
  Houston, TX
• 04/2005 → Present
  Nylife Securities, Inc.
  New York, NY
• 05/2021 → Present
  Okojie Strategic Financial Solutions, Llc
  Houston, TX
• 08/2021 → Present
  Eagle Strategies Llc
  Houston, TX

Other Businesses

[OWNER; RENTAL PROPERTY; ACTS AS LANDLORD. START DATE 01/2006; INVESTMENT RELATED] [AGENT IS APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 06/2008] [OPERATING UNDER THE DBA NAME OF OKOJIE STRATEGIC FINANCIAL SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HOUSTON, TX; START DATE: 05/2021]

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-25

Designations

• Chartered Financial Consultant

Other Names

• Ose Okojie