Jose Albornoz (CRD# 6448888) is an Investment Advisor Representative working at Eagle Strategies LLC in Lakewood, OH and has over 2 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Cleveland, OH | Sep 2022 - Current | 1 |
| Nylife Securities LLC | Cleveland, OH | Apr 2021 - Current | 3 |
| New York Life Insurance Co | Lakewood, OH | Jan 2015 - Current | 9 |
| New York Life Insurance Co | Lakewood, OH | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
| S63 | Uniform Securities State Law Examination | Jun 2021 |
- OH
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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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