Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Nocita is a financial advisor registered with Eagle Strategies LLC, based in Bethesda, Maryland. John has been in the industry since 2014. John holds both Series 63 and Series 66 licenses, as well as Series 7 and Series 24 licenses. John's experience includes previous roles at NYLIFE Securities LLC and AST Investor Services LLC, where John provided financial advisory services to individual and institutional clients. In addition to individual clients, John works with high-net-worth individuals, charitable organizations, and businesses. John's services include financial planning, portfolio management, pension consulting, 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.
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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 4/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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