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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Adam Caiello is a registered investment advisor representative with Eagle Strategies LLC. Joseph Caiello has been in the financial services industry for over 14 years. Joseph Adam Caiello holds FINRA Series 6, 63, and 65 licenses as well as the SIE exam. Joseph Adam Caiello has offices in DeWitt, New York. The advisor currently holds active registrations in New York and Texas as well as 19 other states. Joseph Adam Caiello works with individuals, high-net-worth individuals, charitable organizations, corporations, businesses, insurance companies, and other entities. Eagle Strategies LLC manages over $20 billion in client assets and provides financial planning, portfolio management, pension consulting, and 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.
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2
NY
01/10/2022 - Present
Eagle Strategies LLC (DEWITT NY)
IA
Issued 12/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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