Tamara Haskins

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  New York Life Insurance Company
  Bethesda, MD
• 12/2014 → Present
  Nylife Securities Llc
  Bethesda, MD
• 08/2016 → Present
  Eagle Strategeis Llc
  Bethesda, MD
• 06/2021 → 07/2021
  Bluepoint Financial, Llc
  Bethesda, MD
• 12/2021 → Present
  Mahoney Financial Organization, Llc
  Clarksburg, MD

Previous Registrations

• 2013-10-18 → 2014-07-11
  Eaglestone Wealth Advisors, Inc.
  Rockville, MD
• 2011-10-17 → 2011-11-03
  The Retirement Group, Llc
  San Diego, CA
• 2008-01-31 → 2011-08-30
  Next Financial Group, Inc.
  Houston, TX
  Highland Park, NJ
• 2004-10-01 → 2008-02-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kendall Park, NJ
  Edison, NJ
  Iselin, NJ

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 6901 Rockledge Dr., Suite 500 Bethesda, MD 20817; Start Date 01/2018; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Haskins and Haskins Group, llc; Marketing and promotion for son Dwayne Haskins, projected first round draft pick for NFL.; 50 Napa Valley Rd. Gaithersburg, MD 20878; Start Date 03/2019; Role/Title: Owner; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; CLARKSBURG, MD; START DATE: 12/2021] [Haskins Family Foundation Inc; To promote the goodwill of people by providing community outreach opportunities, inspiring community leadership, self-improvement and educational programming.; 22505 Gateway Center Drive Unit #1044 Clarksburg, MD 20871; Start Date 10/2022; Role/Title: Officer; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours; help manage day to day operations]

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-21
• S65 Uniform Investment Adviser Law Examination
  2004-09-30

Other Names

• Tamara Lisa Gaillard