Unclaimed
John Masanja Balele is a registered representative with Eagle Strategies LLC, a firm that provides financial planning, pension consulting, educational seminars, and portfolio management for individuals. John is also a registered investment advisor in the state of Nevada. John has been in the financial services industry since 2019 and has a background in business development and sales. John holds a Series 63 license, as well as the Series 6TO and SIE 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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2
NV
12/01/2022 - Present
Eagle Strategies LLC (LAS VEGAS NV)
BC
Issued 05/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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