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Joshua Thomas Haapanen

Eagle Strategies LLC

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About Joshua Thomas Haapanen

Joshua Thomas Haapanen is a financial advisor with Eagle Strategies LLC. Joshua has been in the financial industry since June 2019 and holds the Series 63, Series 66, Series 7 and SIE licenses. He is registered with the state of Massachusetts and New Hampshire. Joshua has previously worked with Citizens Securities, Inc., Fidelity Brokerage Services LLC, Putnam Investments, and Fidelity Investments. Joshua specializes in working with individuals, charitable organizations, and corporations or other businesses. He is also registered as an Investment Advisor Representative with Eagle Strategies LLC.

Firm Information

Joshua Haapanen is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

150A ANDOVER ST

DANVERS, MA 01923

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Haapanen’s Registration & Firm History

MA

01/18/2024 - Present

Eagle Strategies LLC (DANVERS MA)

NH

11/18/2021 - 01/10/2023

CITIZENS SECURITIES, INC. (NASHUA NH)

NH

06/05/2018 - 06/11/2021

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 3/21/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/5/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Thomas Haapanen.
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