Jeanmarie Deliso (CRD# 2634774) is an Investment Advisor Representative working at Eagle Strategies LLC in Agawam, MA and has over 28 years of experience in the finance industry. Jeanmarie Deliso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deliso Financial Services | Agawarm, MA | Feb 2009 - Current | 15 |
| Ny Life Insurance Co | Springfield, MA | Jun 1995 - Current | 28 |
| Nylife Securities Inc. | Windsor, CT | Jun 1995 - Current | 28 |
| Mahoney Financial Organization, LLC | Agawam, MA | Nov 2012 - Jun 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- CT
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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- Pension consulting services
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- Publication of periodicals or newsletters
- Educational seminars/workshops
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