Patricia Heslin (CRD# 1249449) is an Investment Advisor Representative working at Eagle Strategies LLC in Kingston, NY and has over 39 years of experience in the finance industry.
CRD# 5619407
Edward Jones
CRD# 6053461
J.p. Morgan Securities LLC
CRD# 2067075
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Kingston, NY | Aug 2021 - Current | 2 |
| Nylife Securities LLC | New Windsor, NY | Jan 1984 - Current | 40 |
| New York Life Insurance Company | Poughkeepsie, NY | Nov 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
- NY
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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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