Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Oconnell is an investment advisor representative at Eagle Strategies LLC. Christina has been in the securities industry since 2012 and has a Series 63, Series 6TO and SIE license. Christina has also registered with the states of Massachusetts, North Carolina, and Vermont. Christina is a Notary Public and operates under the DBA name of Rocco Insurance & Financial Group for the purpose of selling New York Life products and services. Christina is an Associate at Rocco Insurance & Financial Group and began working with them in January 2024. Christina also worked for New York Life Insurance Company, NYLIFE Securities LLC and Rocco Insurance & Financial Group since October 2023. Eagle Strategies LLC is a registered investment advisor that offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.
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
12/24/2024 - Present
Eagle Strategies LLC (WAKEFILED MA)
BC
Issued 01/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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