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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Mount Field is a financial advisor with over 14 years of experience in the industry. Joel is currently registered with Eagle Strategies LLC and is licensed to provide financial advice in multiple states, including New York, Ohio, Texas, and Connecticut. Joel has a strong track record of helping individuals and families achieve their financial goals. Joel offers a variety of financial services, including financial planning, investment management, and insurance brokerage. Joel is committed to providing personalized service and helping clients make informed decisions about their financial future. Joel also holds the Certified Financial Planner designation.
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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NY
11/30/2017 - Present
Eagle Strategies LLC (NEW YORK NY)
OH
01/28/2008 - 02/12/2009
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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