Samir J Alame

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

• 12/1990 → Present
  New York Life Insurance Company
  Downers Grove, IL
• 06/1992 → Present
  Nylife Securities Llc
  Downers Grove, IL
• 06/1988 → Present
  Protection And Finance Inc
  Elmhurst, IL
• 08/2009 → Present
  Eagle Strategies Llc
  Elmhurst, IL
• 07/2012 → 01/2024
  Financial Literacy Inc.
  Elmhurst, IL
• 09/2023 → Present
  Financial Literacy Llc
  Raleigh, NC

Other Businesses

DOING BUSINESS AS PROTECTION AND FINANCE INC. TO BROKER INSURANCE, NON-INVESTMENT RELATED PRODUCTS INCLUDING PROPERTY AND CASUALTY THROUGH OUTSIDE CARRIERS. INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES, LLC OWNER OF PROPERTY TO LEASE AS OFFICE SPACE; 2609 W. BUTTERFIELD RD., SUITE 3B, ELMHURST, IL 60126; OCTOBER 2006; NO HOURS DEVOTED. [OPERATING UNDER THE DBA NAME OF FINANCIAL LITERACY LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (RALEIGH, NC); START DATE: 09/2023]

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-08-20

Designations

• Chartered Financial Consultant

Other Names

• Sam Alame