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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Christine Jagodzinski is an investment advisor representative at Eagle Strategies LLC, a firm with a total of 95,287 accounts and $20,357,746,578 in regulatory assets under management. Carla has been in the industry since November 24, 2004. Carla Christine Jagodzinski is licensed in Pennsylvania. Carla Christine Jagodzinski holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Carla Christine Jagodzinski is a financial planner, and provides services in the areas of educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and pension consulting. Carla Christine Jagodzinski previously worked at ALLSTATE FINANCIAL SERVICES, LLC and M&T SECURITIES, INC. Carla Christine Jagodzinski is also the owner of Jagodzinski Financial Boutique.
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
PA
09/06/2023 - Present
Eagle Strategies LLC (SUGAR NOTCH PA)
PA
08/01/2008 - 11/20/2009
ALLSTATE FINANCIAL SERVICES, LLC (DALLAS PA)
PA
05/24/1999 - 07/11/2008
M&T SECURITIES, INC. (SHAVERTOWN PA)
IA
Issued 09/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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