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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 Maughan is an investment advisor representative at Eagle Strategies LLC. John has been in the industry since 2009 and holds Series 6, Series 63, Series 65, and SIE licenses. John is registered to provide investment advice in California, Nevada, New Jersey, Pennsylvania, and Texas. John also holds a broker-dealer license in Pennsylvania and is registered as an investment advisor representative in Pennsylvania. John specializes in providing financial planning and investment management services to individuals, corporations, and charitable organizations. In addition to providing investment advice, John also brokers non-registered insurance products. John has a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies LLC is a registered investment advisor with a total of 20,357,746,578 in assets under management.
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
PA
10/17/2022 - Present
Eagle Strategies LLC (HORSHAM PA)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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