Jeanette Fiore
Jeanette Fiore is a registered investment advisor at Eagle Strategies LLC, based in Pasco, WA, with 25 years of industry experience. Jeanette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
Pasco, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Jeanette is an insurance broker appointed with outside carriers to broker non-registered insurance products since June 2019, dedicating a few hours per week. She also operates under the DBA name of Fiore Financial LLC to sell New York Life products and services as well as brokering non-registered insurance products since July 2019.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Valmark Securities, INC.Broker
Cliftonlarsonallen Wealth Advisors, LLC
Prospera Investment Advisors, LLC
Securities America, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.