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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Ermer is a financial advisor at Eagle Strategies LLC, with over 25 years of experience in the financial industry. John has a strong track record of providing financial advice and portfolio management services to a diverse range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. John is registered with the state of Florida, California, Washington, and New York. John holds the Series 6, 7, 63, 65, and 66 securities licenses, as well as the Securities Industry Essentials (SIE) exam. John is passionate about helping clients achieve their financial goals.
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
FL
01/07/2020 - Present
Eagle Strategies LLC (NORTH BAY VILLAGE FL)
FL
07/13/2009 - 03/04/2015
AXA ADVISORS, LLC (MIAMI FL)
NY
05/09/2001 - 07/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/17/1998 - 05/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/31/1987 - 12/22/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/31/1987 - 12/22/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
11/21/1986 - 01/19/1987
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BOTH
Issued 12/13/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 8/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/3/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/9/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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