Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Zandonella is a financial advisor at Eagle Strategies LLC, a firm located in Westborough, MA. Adam has over 8 years of experience in the financial services industry and holds Series 63, 65, 7 and SIE licenses. Adam is a licensed insurance broker with over 4 years of experience. He is also associated with McGuire & Wright Financial Group LLC for the purpose of selling New York Life products and services as well as brokering non-registered insurance products. Adam specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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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MA
08/16/2023 - Present
Eagle Strategies LLC (WESTBOROUGH MA)
IA
Issued 8/2/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/9/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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