Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Castaldo is an investment advisor representative with Eagle Strategies LLC in Canton, Ohio. Blake has been in the industry since December 18, 2011. Blake is licensed to provide investment advice in Ohio. In addition to Eagle Strategies LLC, Blake has also worked for NYLIFE Distributors LLC, NYLIFE Securities LLC. Blake specializes in portfolio management for individuals, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisers. Blake holds Series 7, 6, 63 and 65 securities licenses.
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
OH
10/27/2020 - Present
Eagle Strategies LLC (CANTON OH)
NJ
11/13/2019 - 01/29/2020
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
10/15/2013 - 03/04/2019
NYLIFE DISTRIBUTORS LLC (SLEEPY HOLLOW NY)
NY
03/04/2011 - 10/15/2013
NYLIFE SECURITIES LLC (MELVILLE NY)
IA
Issued 10/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/1/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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