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Norman Janis

Eagle Strategies LLC

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About Norman Janis

Norman Janis is a financial advisor currently registered with Eagle Strategies LLC. Norman has been in the securities industry since June 28, 2006. Norman is licensed in California, Illinois and Texas and is a registered Investment Advisor in Illinois. Prior to joining Eagle Strategies LLC, Norman was employed by AXA Advisors, LLC, where he worked from June 8, 2006, to December 23, 2013. Norman holds the Series 3, Series 7 and Series 66 licenses as well as the Securities Industry Essentials Examination. Norman's specialties include Financial Planning, Portfolio Management for Individuals, Educational Seminars, Selection of Other Advisers, Publication of Periodicals and Pension Consulting.

Firm Information

Norman Janis is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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 06/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2009

Series 3 - National Commodity Futures Examination

BC

Issued 06/07/2006

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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