Unclaimed
John William Cucarese is a financial advisor registered with Eagle Strategies LLC. John has been in the financial services industry since 2005 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. John is committed to helping clients achieve their financial goals through a variety of services, including financial planning, portfolio management, and retirement planning. John holds multiple licenses, including Series 6, 7, 63, and 66. John is also a registered Investment Advisor Representative in Texas, Ohio, and Pennsylvania.
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
OH
09/08/2022 - Present
Eagle Strategies LLC (STEUBENVILLE OH)
BOTH
Issued 7/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/2/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 4/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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