Justin Golec (CRD# 6947238) is an Investment Advisor Representative working at Eagle Strategies LLC in South Hadley, MA and has over 5 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retiree Financial & Insurance Services | South Hadley, MA | Nov 2023 - Current | < 1 |
| Mahoney Financial Organization, LLC | Hadley, MA | Nov 2023 - Current | < 1 |
| Eagle Strategies LLC | Waltham, MA | Sep 2020 - Current | 3 |
| Nylife Securities LLC | Waltham, MA | Jun 2018 - Current | 5 |
| New York Life Insurance Company | Waltham, MA | May 2018 - Current | 6 |
| Kendrick Property Management | Amherst, MA | May 2014 - May 2018 | 4 |
| The College Of Saint Rose | Albany, NY | Aug 2016 - May 2017 | < 1 |
| Unemployed | Northhampton, MA | Mar 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- MA
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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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