Unclaimed
John Joseph Papielion is a financial advisor with Eagle Strategies LLC. John is registered with the state of New York and has been in the industry since December 2022. John has also passed the Series 7TO, Series 66, and SIE exams. John is also a part-time fitness coach at Crossfit Schenectady. John specializes in providing financial advice to individuals, corporations, and charitable organizations.
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
03/29/2023 - Present
Eagle Strategies LLC (SARATOGA SPRINGS NY)
BOTH
Issued 3/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 7/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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