Joanne LitmanCRD Number: 6549146
Current Firm: Eagle Strategies LLC
Joanne Litman (CRD# 6549146) is an Investment Advisor Representative working at Eagle Strategies LLC in Deerfield, IL and has over 5 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Eagle Strategies LLC||Deerfield, IL||Nov 2018 - Current||3|
|Nylife Securities LLC||Deerfield, IL||Oct 2015 - Current||6|
|New York Life Insurance Company||Deerfield, IL||Aug 2015 - Current||6|
|Hoopis Financial Group/mass Mutual||Chicago, IL||Feb 2015 - Aug 2015||< 1|
|Unemployed||Deerfield, IL||Sep 2013 - Feb 2015||1|
|Consortium For Educational Change||Lombard, IL||Jun 2013 - Sep 2013||< 1|
|Lazer Fast Appraisals||Deerfield, IL||Aug 2012 - Jun 2013||< 1|
|North Suburban Vision Consultants||Deerfield, IL||Jan 2011 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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