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George James Costakis

Eagle Strategies LLC

Deerfield, IL

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2003-05-21
  • IL RA
    APPROVED
    Since 2003-05-21

Branch Locations

1650 Lake Cook Road Suite 500, Deerfield, IL 60015-4747 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company New York NY 02/1972 Present
Nylife Securities Llc Deerfield IL 10/1982 Present
Eagle Strategies Llc Deerfield IL 05/2003 Present
  • 02/1972 → Present
    New York Life Insurance Company
    New York, NY
  • 10/1982 → Present
    Nylife Securities Llc
    Deerfield, IL
  • 05/2003 → Present
    Deerfield, IL
Other Businesses

[INSURANCE BROKERING; I AM APPOINTED WITH MULTIPLE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS THAT INCLUDE FIXED ANNUITIES, HEALTH INSURANCE, GROUP ANNUITIES, LIFE PRODUCTS, AND DISABILITY INSURANCE. THIS IS COMMISSIONS-BASED INCOME FOR WHICH I DEVOTE TEN HOURS PER MONTH.] [NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with New York Life; 51 Madison Ave, New York, NY 10010; Start Date 01/1994; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Property and Casualty sales; Brokering Property and Casualty Insurance products if the client was in need.; 520 Lake Cook Road, Suite 600, Deerfield, IL 60015; Start Date 08/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Cryptocurrency Investment; Trying to gain profit from crypto currency market, Coinbase.com - Online; 612 OAK KNOLL DR. LAKE FOREST, IL 60045; Start Date 01/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-24
  • S63 Uniform Securities Agent State Law Examination
    1987-09-24
Designations

View on SEC IAPD

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