Joanna Cui

Financial Adviser at Eagle Strategies LLC

Role: Licensed Agent at New York Life
Location: Santa Clara, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Joanna Cui

Joanna Cui Financial & Insurance Services offers a variety of products that can help you…

Experience

Licensed Agent
New York Life
Sep 1994 — Present
I am a licensed agent to sell insurance through New York Life Insurance Company

Education

The American College of Financial Services
CFP, CLU, Financial Planning and Services
2001 — 2004
University of Antwerp
Master of Science (MS), Physical Chemistry
1988 — 1990

Skills

Fixed Annuities
Leadership
Financial Analysis
Long-Term Care Insurance
Long Term Care Insurance
Estate Planning
401k Rollovers
Variable Annuities
Retirement
Life Insurance

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@nyl.co
Personal email
•••••@•••••.com
Direct dial
+17•••••••33

Unlock verified contacts

Free to start · No credit card required

Current company

New York Life

Financial Services · 38K employees · New York, New York, United States

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

nyl.co

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Joanna Cui

Experience

Licensed Agent

Education

The American College of Financial Services

University of Antwerp

Skills

Find verified contacts for anyone on LinkedIn