Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giovanni? Claim Your ProfileGiovanni Lazaro Classen is an investment advisor representative at Eagle Strategies LLC, based in New York, NY. Giovanni has been active in the industry since 2017 and holds multiple licenses, including the Series 66, Series 7, and SIE. He is registered in multiple states, including California, Florida, Massachusetts, Michigan, New Jersey, New York, North Carolina, and Ohio. Prior to joining Eagle Strategies LLC, Giovanni was employed at NYLIFE Securities LLC and Angulo Strategies. Giovanni provides a range of investment advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. He has a strong focus on working with high-net-worth individuals and corporations.
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
NY
11/12/2024 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
07/10/2017 - 02/01/2021
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 05/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Giovanni Classen is the right advisor for you? Invested Better is here to help.
