Unclaimed
John Hadley Horstmann is an investment advisor representative with Eagle Strategies LLC, a registered investment advisor based in New York, NY. John has been in the financial services industry since 1987 and has held various positions in the industry. John is registered with the state of California and has passed the Series 6, 22 and 65 exams, as well as the SIE exam.
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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CA
10/08/2002 - Present
Eagle Strategies LLC (FRESNO CA)
IA
Issued 9/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/8/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 1/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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