Unclaimed
John Michael Nocita is a registered investment advisor representative with Eagle Strategies LLC. John has been in the industry since December 7, 2014. He is licensed to provide investment advisory services in Maryland and Virginia. John has held previous positions at NYLIFE Securities LLC and AST Investor Services LLC. John's specializations include providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and investment companies. Eagle Strategies LLC is a registered investment advisor with approximately $20 billion in assets under management. The firm offers a wide range of services, including financial planning, portfolio management, and educational seminars.
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
MD
05/26/2022 - Present
Eagle Strategies LLC (BETHESDA MD)
NY
05/23/2017 - 06/08/2020
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
06/19/2014 - 04/21/2017
AST INVESTOR SERVICES LLC (NEW YORK NY)
BOTH
Issued 04/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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