Unclaimed
John Vasilakos is a financial advisor with Eagle Strategies LLC, a registered investment advisor. John has been in the financial services industry since 1995. John holds several industry licenses and certifications, including the Series 7, Series 24, Series 26, and Series 63 exams. John also holds the Series 65 exam which allows him to provide investment advisory services. John has experience working with individuals, corporations, and charitable organizations. John is committed to providing clients with personalized financial advice and investment management services to help them 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
NY
08/07/2021 - Present
Eagle Strategies LLC (JERICHO NY)
MA
10/01/2001 - 02/06/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/01/2001 - 02/06/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
06/19/1995 - 09/19/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
08/09/1994 - 03/30/1995
THE HARRIMAN GROUP, INC. (JERICHO NY)
IA
Issued 05/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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