Unclaimed
Antonio Naddeo is an Investment Advisor Representative with Eagle Strategies LLC. Antonio has been working in the financial industry since December 19, 2019, and has experience in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Antonio is also a registered representative with NYLIFE Securities LLC and has experience in providing investment advice and brokerage services. Antonio is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs. Antonio is a licensed professional in Florida and New York. Antonio holds several professional licenses including Series 65, 63, 7, 24, and SIE.
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.
1
2
FL
07/14/2023 - Present
Eagle Strategies LLC (SUNRISE FL)
IA
Issued 6/9/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/18/2024
Series 24 - General Securities Principal Examination
BC
Issued 6/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/3/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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