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Pauline L Healy

Eagle Strategies LLC

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About Pauline L Healy

Pauline Healy is an investment advisor representative associated with Eagle Strategies LLC. Pauline has been in the industry since 2001. Pauline has a Series 63, Series 7, Series 24, and SIE licenses. Pauline is registered with the states of New York and Pennsylvania. Pauline has previously worked with AXA Advisors, LLC and NYLIFE Securities Inc. Pauline also serves on the board of trustees for the Queens Library.

Firm Information

Pauline Healy 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

520 BROAD HOLLOW RD.

MELVILLE, NY 11747

$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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Pauline Healy’s Registration & Firm History

NY

07/12/2018 - Present

Eagle Strategies LLC (MELVILLE NY)

NY

03/30/2004 - 03/22/2012

AXA ADVISORS, LLC (NEW YORK NY)

NY

12/13/1999 - 11/21/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 6/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/1/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pauline L Healy.
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