Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Natoli is a financial professional with over 23 years of experience in the financial services industry. John is currently registered with Eagle Strategies LLC as an Investment Advisor Representative (IAR) and a Registered Representative. John also holds a Series 6, 7, 24, 63, and 65 licenses as well as the SIE exam. John is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®. Previously, John was registered with Mutual of Omaha Investor Services, Inc., MML Investors Services, LLC, MONY Securities Corporation, and The Advisors Group, Inc. John's experience spans across multiple areas of financial services, including financial planning, portfolio management, and investment advice. John has a strong commitment to providing personalized and comprehensive financial solutions that meet the unique needs of each of John's clients.
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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2
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 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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