Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Spacher is a financial advisor with over 40 years of experience in the financial services industry. He currently works with Eagle Strategies LLC, where he has been registered as an Investment Advisor Representative since 2021. Previously, Jonathan worked for AETNA LIFE INSURANCE AND ANNUITY COMPANY, where he was registered from 1983 to 1984. Jonathan is licensed to sell securities in 14 states and holds several industry licenses, including Series 63, Series 24, Series 22TO, Series 6TO, Series 7, and Series 1. Jonathan offers a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. He also provides financial planning for businesses.
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
08/25/2021 - Present
Eagle Strategies LLC (VICTOR NY)
NA
06/19/1983 - 03/15/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 7/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/2/1998
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 4/7/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Spacher is the right advisor for you? Invested Better is here to help.
