Unclaimed
Joseph Garrel is a financial advisor in KEY WEST, FL. Joseph has 13 years of experience in the financial services industry and has been registered with Eagle Strategies LLC since September 2021. Joseph is registered to offer securities in 23 states, including Alabama, Arizona, and California. Joseph is also a registered investment advisor in Florida. In addition to his work with Eagle Strategies LLC, Joseph owns and operates Garrel Miani Financial Group Inc. DBA Garrel Miani Financial Group, which sells New York Life products and services and brokers non-registered insurance products. Joseph is dedicated to providing his clients with personalized financial advice and guidance.
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
FL
09/09/2021 - Present
Eagle Strategies LLC (KEY WEST FL)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 3/8/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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