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.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2601434
Commonwealth Financial Network
CRD# 5089877
Weston Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Westborough, MA | Jul 2015 - Current | 4 |
| Nylife Securities LLC | Waltham, MA | Mar 2012 - Current | 7 |
| New York Life Insurance Company | Waltham, MA | Mar 2012 - Current | 7 |
| 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 |
- MA
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Total Assets Under Management8,546MILLIONS
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Total Number of Accounts50,776ACCOUNTS
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Average Account Value$168,310
- 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
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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