Joanne Litman (CRD# 6549146) is an Investment Advisor Representative working at Eagle Strategies LLC in Chicago, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Deerfield, IL | Nov 2018 - Current | 5 |
| Nylife Securities LLC | Deerfield, IL | Oct 2015 - Current | 8 |
| New York Life Insurance Company | Deerfield, IL | Aug 2015 - Current | 8 |
| Hoopis Financial Group/mass Mutual | Chicago, IL | Feb 2015 - Aug 2015 | < 1 |
| Unemployed | Deerfield, IL | Sep 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- IL
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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
- 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
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