Jeanette
Fiore
Eagle Strategies LLC
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About this Advisor
Jeanette Fiore is a financial advisor based out of Pasco, Washington with a total of 7 years of relevant experience. Fiore is on the advisory team at Eagle Strategies LLC. Over the course of their career, they have held roles at New York Life Insurance Company, Lpl Financial, Gesa Credit Union, Global Credit Union, Nylife Securities LLC, Eagle Strategies LLC and Fiore Financial LLC. Fiore has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Eagle Strategies LLC is a company operating out of New York, NY. The company has offices in 828 locations and a total of 2,392 advisors. It has $17 billion in total assets across its 87,580 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 175 charities and foundations. Of its 87,580 customer accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Eagle Strategies LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeanette Fiore Work History
Jeanette has been registered as a financial advisor for 7 years.*
Fiore Financial LLC
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
Global Credit Union
Lpl Financial
Gesa Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeanette Fiore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
Monroe, LA
Buffalo, NY
San Mateo, CA
Tacoma, WA
Conrad, MT
Roseville, CA
Matthews, NC
Lincoln, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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