Marguerite Jo Wiese

Current Employers

Employment History

• 11/2016 → 10/2023
  Nylife Securities Llc
  Vienna, VA
• 04/2015 → 08/2019
  Fulkerson Financial Group
  Herndon, VA
• 04/2014 → 10/2017
  Wiese Management Consulting
  Fairfax, VA
• 01/2018 → 10/2023
  Eagle Strategies Llc
  Hemdon, VA
• 05/2019 → 10/2023
  Eldenstreet Financial, Llc D.B.A. Eldenstreet Financial
  Herndon, VA
• 12/2023 → Present
  Eldenstreet Financial, Llc D.B.A. Eldenstreet Financial
  Herndon, VA
• 10/2023 → Present
  New York Life Insurance Company
  Herndon, VA
• 10/2023 → Present
  Nylife Securities Llc
  Herndon, VA
• 10/2023 → Present
  Eagle Strategies Llc
  Herndon, VA

Previous Registrations

• 2017-10-10 → 2017-10-10
  Eagle Strategies Llc
  Herndon, VA

Other Businesses

[Mineral Rights; Royalty and lease payments for mineral rights inherited from my family in Texas; Montague County, Texas; Start Date 04/2012; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Braddock District Democratic Committee; Political committee representing local Democratic party.; Braddock Democrats, c/o Fairfax County Democratic Committee, 8500 Executive Park Ave, Suite 402, Fairfax, VA 22031; Start Date 02/2018; Role/Title: Member; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours; Precinct Captain for Robinson Precinct, coordinating volunteers at polling place on election day; Serving as committee co-chair, organizing monthly membership meeting and representing Braddock District at Fairfax County Democratic Committee.] [OPERATING UNDER THE DBA NAME OF ELDENSTREET FINANCIAL, LLC D.B.A. ELDENSTREET FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; HERNDON, VA; START DATE: 05/2019] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 625 Elden Street, Suite 203, Herndon, VA 20170; Start Date 02/2026; Role/Title: Partner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Park West Community Association (PWCA); Non-stock corp, formed to provide for maintenance, preservation, and architectural control of residence lots/ common areas in the Kings Park West community, Fairfax County, VA. Does not contemplate pecuniary gain or profit to the members thereof.; c/o Summit Management Services, Inc., AAMC 8405A Richmond Highway, Alexandria, Virginia 22309; Start Date 01/2019; Role/Title: Director; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Vote as 1 of 9 directors, chair committees on community issues, vote on community resolutions, contracts, budget expenditures, and community regulation enforcement issues.]

Exams

• S66 Uniform Combined State Law Examination
  2017-12-21

Designations

Other Names

• Margot Wiese