Rose Roberts-Jassoy (CRD# 1317691) is an Investment Advisor Representative working at Eagle Strategies LLC in Parish, FL and has over 32 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New York Life Insurance Company | Downers Grove, IL | May 2021 - Current | 2 |
| Eagle Strategies LLC | Downers Grove, IL | May 2016 - Current | 7 |
| Roberts-jassoy Financial Group | St. Charles, IL | May 2001 - Current | 22 |
| Nylife Securities LLC | Oak Brook, IL | Oct 1984 - Current | 39 |
| New York Life Insurance Company | Oak Brook, IL | Sep 1984 - May 2021 | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
- FL
- 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
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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