Jeanmarie Deliso, financial advisor Agawam MA

Jeanmarie Deliso

CRD Number: 2634774
Current Firm: Eagle Strategies LLC

Jeanmarie Deliso (CRD# 2634774) is an Investment Advisor Representative working at Eagle Strategies LLC in Agawam, MA and has over 24 years of experience in the finance industry. Jeanmarie Deliso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mahoney Financial Organization, LLC Agawam, MA Nov 2012 - Current 7
Deliso Financial Services Agawarm, MA Feb 2009 - Current 11
Ny Life Insurance Co Springfield, MA Jun 1995 - Current 24
Nylife Securities Inc. Windsor, CT Jun 1995 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Jeanmarie A. Deliso
Phone Number: (888) 695-3245
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    8,546
    MILLIONS
  • Total Number of Accounts
    50,776
    ACCOUNTS
  • Average Account Value
    $168,310
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

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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