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 an Investment Advisor Representative with Eagle Strategies LLC. Jonathan has been in the securities industry since September 27, 1982. Jonathan is registered with the state of New York as an Investment Advisor Representative and in 14 other states as a Broker. Jonathan is also registered with FINRA and has a Series 24 license. Jonathan is a Chartered Financial Consultant and has been recognized for his work in the industry. In addition to his work at Eagle Strategies LLC, Jonathan is also an insurance broker. Jonathan has a wide range of experience in the financial services industry and is committed to providing clients with personalized financial advice. Jonathan is also committed to providing clients with a wide range of services, including financial planning, investment management, and insurance.
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 07/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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