Jason PalmadessoCRD Number: 3020758
Current Firm: Eagle Strategies LLC
Jason Palmadesso (CRD# 3020758) is an Investment Advisor Representative working at Eagle Strategies LLC in Fort Lauderdale, FL and has over 16 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
Tobias Financial Advisors
|Eagle Strategies LLC||Ft. Lauderdale, FL||May 2013 - Current||3|
|Mahoney Financial Organization, LLC||Ft. Lauderdale, FL||May 2010 - Current||6|
|New York Life Insurance Company||Fort Lauderdale, FL||Apr 2008 - Current||8|
|Nylife Securities LLC||Fort Lauderdale, FL||Apr 2008 - Current||8|
|Dlm & Associates||Fort Lauderdale, FL||Apr 2008 - Jan 2010||1|
|Mahoney & Associates||Fort Lauderdale, FL||Mar 2008 - Jan 2010||1|
|Prime Capital Services||Boca Raton, FL||Jun 2007 - Mar 2008||< 1|
|Gilman & Giocia||Boca Raton, FL||Jun 2007 - Mar 2008||< 1|
|Rosenblum Tax Advisors||Boynton Beach, FL||Mar 2005 - Apr 2007||2|
|Kovack Securities Inc.||Fort Lauderdale, FL||Feb 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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
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