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Norman Janis

Eagle Strategies LLC

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About Norman Janis

Norman Janis is a financial advisor with Eagle Strategies LLC, located in Deerfield, Illinois. Norman has been in the financial services industry since 2006 and is registered to provide investment advice in Illinois, California, and Texas. Norman has a Series 3, 7, and 66 license as well as the Securities Industry Essentials Exam (SIE). Prior to joining Eagle Strategies LLC, Norman was associated with AXA Advisors, LLC, where he provided financial advice to clients for over seven years. Norman specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.

Firm Information

Norman Janis 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

1650 LAKE COOK ROAD

DEERFIELD, IL 60015

$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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Norman Janis’s Registration & Firm History

IL

02/21/2014 - Present

Eagle Strategies LLC (DEERFIELD IL)

IL

06/08/2006 - 12/23/2013

AXA ADVISORS, LLC (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 6/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/19/2009

Series 3 - National Commodity Futures Examination

BC

Issued 6/7/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Norman Janis. Review regulatory record here.
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