Joanne Litman, financial advisor Deerfield IL

Joanne Litman

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Joanne B. Litman
Phone Number: (888) 695-3245
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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