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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn E. Natoli is an investment advisor representative for Eagle Strategies LLC, John has been in the industry for over 20 years. He is a certified financial planner and a chartered financial consultant. John has experience working with high-net-worth individuals, corporations, and charitable organizations. He offers a range of services including financial planning, pension consulting, and portfolio management. John is registered with the state of North Carolina as an investment advisor representative. He also holds licenses for Series 6, 7, 24, 63 and 65 exams.
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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NC
08/25/2020 - Present
Eagle Strategies LLC (CHARLOTTE NC)
NC
09/12/2017 - 12/17/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CHARLOTTE NC)
NJ
01/14/2000 - 03/28/2017
MML INVESTORS SERVICES, LLC (BRIDGEWATER NJ)
NY
03/30/1998 - 12/23/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
MD
05/28/1997 - 04/02/1998
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 11/9/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/5/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/9/2001
Series 7 - General Securities Representative Examination
BC
Issued 5/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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