Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey D Varsa is an investment advisor representative registered with Eagle Strategies LLC since 2003. Jeffrey D Varsa has been in the industry since 2001 and is licensed to conduct business in 13 states. Previously, Jeffrey D Varsa worked at AXA Advisors, LLC. The advisor works in the Waltham, Massachusetts office of Eagle Strategies LLC.
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
10/17/2003 - Present
Eagle Strategies LLC (WALTHAM MA)
NY
08/14/2001 - 07/21/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 8/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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