Unclaimed
John Vasilakos is an investment advisor representative with Eagle Strategies LLC in Jericho, New York. John has been in the industry since 1995. John has worked for several firms throughout his career. Before joining Eagle Strategies LLC, John was an advisor for NYLIFE Securities INC and New York Life Insurance Co. John also has experience with other firms like Metropolitan Life Insurance Company, PRUCO Securities Corporation, and The Harriman Group, Inc. John is registered with the state of New York and has his Series 7, 63, 24, 26 and SIE licenses. John is also registered with FINRA and the state of New York. John is a financial planner and offers advisory services for individuals and provides 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
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 5/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 7/1/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/8/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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