Joel Staich (CRD# 5783095) is an Investment Advisor Representative working at Eagle Strategies LLC in Mansfield, OH and has over 12 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Mansfield, OH | Mar 2017 - Current | 7 |
| Mahoney Financial Organization, LLC | Mansfield, OH | Jun 2015 - Current | 8 |
| Staich Financial, LLC | Mansfield, OH | Aug 2013 - Current | 10 |
| Nylife Securities LLC | Dublin, OH | Jul 2010 - Current | 13 |
| New York Life Insurance Company | Dublin, OH | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- 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
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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