Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Lucchino is an investment advisor representative with Eagle Strategies LLC, a registered investment advisor firm. Joseph has been in the securities industry since 1983. He is registered with the state of Pennsylvania and is also a registered representative. Joseph has a wide range of experience in the financial services industry, including experience with insurance, investment management, and financial planning. Joseph's areas of expertise include: - Portfolio management for individuals - Financial Planning - Pension consulting - Educational seminars - Selection of other advisors
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
PA
05/13/2004 - Present
Eagle Strategies LLC (NATRONA HEIGHTS PA)
PA
09/17/1986 - 09/04/1996
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
NA
11/29/1983 - 10/01/1986
MANAGED INVESTMENTS, INC.
NA
01/28/1983 - 06/20/1984
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
BC
Issued 3/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 1/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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