Jeffery Still, financial advisor Westborough MA

Jeffery Still

CRD Number: 6040892
Current Firm: Eagle Strategies LLC
Compensation Model: Both

Jeffery Still (CRD# 6040892) is an RIA working at Eagle Strategies LLC in Hadley, MA and has over 5 years of experience in the finance industry. 

Key Services: 

For Individuals, innovative products and services available for individuals and families. Key services include:

Wealth Management, Retirement Planning, Estate Planning, Lifetime Income Strategies, Investment Management, Financial Plans, Long Term Care Planning, Life Insurance Planning, 401K and IRA Rollovers. 

 

For Businesses, an array of services to help business owners address their financial needs. Some primary Business services include:

Succession Planning, Key Person Insurance & Buy Sell Agreements.

 

CONTACT
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Eagle Strategies LLC
Company Name Location Dates Years
Eagle Strategies LLC Westborough, MA Jul 2015 - Current 5
Nylife Securities LLC Waltham, MA Mar 2012 - Current 8
New York Life Insurance Company Waltham, MA Mar 2012 - Current 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Jun 2015
S66 NASAA Uniform Combined State Law Examination Aug 2015
S7 General Securities Representative Examination (GS) Jan 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffery W. Still
Phone Number: (888) 695-3245
Advisor Website: http://www.jefferystill.com/
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

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Data verified by both the advisor and the public regulatory data.

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