Naomi R Dagostino

Current Employers

Employment History

• 01/1996 → Present
  New York Life Insurance Company
  Seven Hills, OH
• 01/1996 → Present
  Nylife Securities Inc.
  Seven Hills, OH
• 01/2003 → 08/2018
  Naomi R. D'AGostino Insurance And Financial Services
  Seven Hills, OH
• 08/2018 → Present
  Insight Financial Associates
  Peninsula, OH
• 10/2022 → Present
  Eagle Strategies Llc
  Independence, OH

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 6100 Oak Tree Blvd., Suite 300, Independence, OH 44131; Start Date 05/2018; Role/Title: Principal; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF INSIGHT FINANCIAL ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; PENINSULA, OH; START DATE: 08/2018] [Bath Volunteers for Service; Volunteer activities that benefit the community living for adults and children.; P.O. Box 33 - Bath, Ohio 44210; Start Date 01/2021; Role/Title: Member; Not Investment Related; 3 hours per month; 2 hours per month during securities trading hours;Volunteer for activities such as the local horse show, donations for the Womens' shelter, Posting signage for events] [Bath Business Association; A not-for-profit organization of local business owners and community groups and members dedicated to promoting business in Bath while preserving and enhancing the rural, scenic and historical identities of the area.; P.O. Box 422 - Bath, Ohio 44210; Start Date 01/2021; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Monthly meetings to discuss updates in the community and events] [Lunch and Learn Program for Summit County Employees; Summit County Government Employees (in Ohio); 175 S. Main Street, Akron, Ohio 44308; Start Date 08/2023; Role/Title: Educator/Instructor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Introduce Speakers, Ask questions in the Q&A sessions]

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-04

Designations