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Jamie M Laboska

Eagle Strategies LLC

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About Jamie M Laboska

Jamie Laboska is a registered investment advisor representative with Eagle Strategies LLC. Jamie has been in the industry since 2002 and has experience in providing financial planning, pension consulting, and portfolio management for individuals. Jamie also provides educational seminars and publishes periodicals. Jamie has held previous positions at NYLIFE Securities LLC, NYLIFE Distributors LLC, Dreyfus Service Corporation, and Pruco Securities Corporation.

Firm Information

Jamie Laboska is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamie Laboska’s Registration & Firm History

NY

08/03/2021 - Present

Eagle Strategies LLC (NEW YORK NY)

NY

07/23/2014 - 01/23/2023

NYLIFE SECURITIES LLC (NEW YORK NY)

NY

12/15/2005 - 07/28/2014

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NY

01/06/2004 - 01/14/2005

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NJ

03/20/2002 - 12/15/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 03/07/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/26/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie M Laboska.
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