Unclaimed
John Kelly Fahrmann is an investment advisor representative with Eagle Strategies LLC, a firm located in New Orleans, Louisiana. John Fahrmann is registered with FINRA and the state of Louisiana. John Fahrmann has worked in the financial services industry since 1990. John Fahrmann has experience providing financial planning, pension consulting, and educational seminars to individual and institutional clients. John Fahrmann also provides portfolio management services for individuals. John Fahrmann has served as a commissioner for the East Baton Rouge Parish Poll and is a member of JoMeliventures LLC, a dormant oil and gas drilling operation. John Fahrmann is also a registered representative with NYLIFE Securities LLC.
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.
1
2
LA
09/22/2015 - Present
Eagle Strategies LLC (New Orleans LA)
LA
09/26/2003 - 11/02/2009
STATE FARM VP MANAGEMENT CORP. (BATON ROUGE LA)
MO
05/24/2001 - 09/08/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/05/1985 - 05/29/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 9/3/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/4/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/6/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/1/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Fahrmann is the right advisor for you? Invested Better is here to help.