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Mark S
Series 65, Series 63
Rockland, MA
Eagle Strategies (NY Life)
Mark Selvaggi is a financial advisor with Eagle Strategies (NY Life) in Rockland, MA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been affiliated with Eagle Strategies and New York Life Insurance Company since 2014. Outside of his advisory role, he is a member of the Satuit Boat Club, a nonprofit organization. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Toan D
Series 63, Series 65
Rockland, MA
Eagle Strategies (NY Life)
Toan Dinh is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sunrun and Vinifera Imports. Additionally, he serves as a Notary Public in Massachusetts. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.
Cleidson R
Series 66
Rockland, MA
Eagle Strategies (NY Life)
Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Eagle Strategies, he held positions at NYSecurities LLC, New York Life Insurance Company, Global Carbon Consulting, XP Asset Management, and Manulife Investment Management. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Anthony B
Series 63, Series 65
Rockland, MA
Eagle Strategies (NY Life)
Anthony Benoit is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Eagle Strategies in 2020, he worked at Hamilton Cornell Associates and New York Life Insurance. Outside of advisory services, he is also appointed as an insurance broker for non-registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.
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