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Kelly Diane Kaneski

Investment Adviser Representative at EAGLE STRATEGIES LLC

Roseville, CACRD #3214853Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
13 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kelly Diane Kaneski has worked in the securities industry since 1999. They are registered to provide investment advisory services in 13 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
ArizonaCaliforniaColoradoFloridaGeorgiaMontanaNevadaNew YorkNorth CarolinaOregonTexasWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/3/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 5/14/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/28/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/7/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Eagle Strategies LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EAGLE STRATEGIES LLCCurrent
4/5/2007Roseville, CA
NYLIFE SECURITIES LLCCurrent
5/11/1999Sacramento, CA

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Diane Kaneski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kelly Diane Kaneski - Financial Advisor in Roseville, CA | AdvisorFinder