Susan Ianniello

Investment Adviser Representative @Eagle Strategies Llc Nylife Securities

Stratford, CT, US
MOBILE NUMBERS
+12•••••••68

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WORK HISTORY

Sep 2022 — Present

Investment Adviser Representative @Eagle Strategies Llc Nylife Securities

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Through my affiliation with Eagle Strategies LLC. a registered Investment Adviser, I provide sophisticated wealth managment services by designing customized investment solutions that address my clients\' unique investment objectives and risk tollerance levels. I am a Financial Adviser offering investment adviser services through Eagle Strategies LLC. a Registered Investment Adviser in the states of AL, AZ, CA, CT, DE, FL, GA, IL, KN, ME, MA, MO, MI, NH, NJ, NY, NC, PA, SC, TN, TX, VT, VI, WI, as such these services are strictly intended for individuals in the states referenced.I am an agent licensed to sell Insurance through New York Life Insuranc Co.(CA Insurance License # and maybe licensed with various other independant unaffiliated companies in the state of AL, AZ, CA, CT, DE, FL, GA, IL, KN, ME, MA, MO, MI, NH, NJ, NY, NC, PA, SC, TN, TX, VT, VI, WI. No insurance business may be conducted outside these states referenced.I am a Registered Representative of and offer Securities products and services through NYLIFE Securities (Member FINRA/SIPC), A licensed Insurance Agency. In this regard this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, DE, FL, GA, IL, KN, ME, MA, MO, MI, NH, NJ, NY, NC, PA, SC, TN, TX, VT, VI, WI. No offers may be made or accepted from any resident outside of the specific states referenced. My address is 99 Hawley Lane, Suite 1400, Stratford, CT 06614 and my phone number is 20••••••19.

EDUCATION

N/A

Albertus Magnus College

Bachelor's degree, Business Management

1979 — 1981

Trumbull High School

Bachelor's degree, Business Management

SKILLS

401kRetirement PlanningSmall BusinessPermanent Life InsuranceSecuritiesEstate PlanningIrasKey Person ProtectionWealth Transfer StrategiesLife InsuranceFixed AnnuitiesBuy-Sell AgreementsDisability InsuranceBusiness Succession PlanningLong-Term Care InsuranceWorkshop Facilitation529 PlansUniversal LifeEducation Funding StrategiesLong Term Care InsuranceRoth IraWhole Life InsuranceFinancial ServicesCustomer ServiceMutual FundsSuccession Planning401k RolloversRisk ManagementVariable AnnuitiesCollege Savings PlansSeries 6InsuranceInvestmentsEmployee BenefitsTerm Life InsuranceWhole Life

ABOUT SUSAN IANNIELLO

With 35+ years experience as a Financial Professional, I specialize in Retirement…

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Susan Ianniello — Email, Phone Number & Contact Info | Unifers