Unclaimed
Paul Janco is an investment advisor representative with Eagle Strategies LLC, registered with FINRA and the state of New York. Paul has over 19 years of experience in the financial services industry. Paul is a Chartered Financial Consultant, and holds Series 6, 7, 24, 26, 63, and 65 licenses. Paul's areas of expertise include financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Paul has previously worked with MML Strategic Distributors, LLC, MML Investors Services, LLC, MML Distributors, LLC, USALLIANZ Securities, Inc., and AFS Brokerage, Inc.
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
NY
05/17/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
MA
02/27/2014 - 10/01/2020
MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
06/15/2009 - 10/01/2020
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
09/28/2005 - 05/15/2014
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MN
12/12/2003 - 08/04/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
TX
09/05/2002 - 10/07/2003
AFS BROKERAGE, INC. (AUSTIN TX)
IA
Issued 02/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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