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Paul Janco

Eagle Strategies LLC

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About Paul Janco

Paul Janco is a financial advisor with over 19 years of experience in the industry. Paul is currently registered with Eagle Strategies LLC, which has offices in New York, NY and New Hartford, CT. Paul has previously worked with MML Strategic Distributors, LLC, MML Investors Services, LLC, MML Distributors, LLC, USALLIANZ Securities, INC., and AFS Brokerage, INC.. Paul is licensed to provide investment advice and sell securities in Connecticut, Indiana, Kentucky, Michigan, New York, North Carolina and Ohio. Paul is a Chartered Financial Consultant. Paul's specializations include financial planning, portfolio management for individuals, pension consulting and educational seminars.

Firm Information

Paul Janco 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

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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Paul Janco’s Registration & Firm History

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)

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Licenses & Designations

IA

Issued 2/12/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/4/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2016

Series 24 - General Securities Principal Examination

BC

Issued 7/14/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/9/2016

Series 7 - General Securities Representative Examination

BC

Issued 9/4/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Janco.
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