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Joseph William Lucchino

Eagle Strategies LLC

Natrona Heights, PA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2004-05-13
  • PA RA
    APPROVED
    Since 2004-05-13

Branch Locations

2318 Freeport Road Suite 100, Natrona Heights, PA 15065 • 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 Co Pittsburgh PA 05/1980 Present
Nylife Securities Inc. Pittsburgh PA 09/1996 Present
Eagle Strategies Llc Natrona Heights PA 06/2004 Present
Lucchino Insurance & Financial Group Natrona Heights PA 08/2015 Present
  • 05/1980 → Present
    New York Life Insurance Co
    Pittsburgh, PA
  • 09/1996 → Present
    Nylife Securities Inc.
    Pittsburgh, PA
  • 06/2004 → Present
    Natrona Heights, PA
  • 08/2015 → Present
    Lucchino Insurance & Financial Group
    Natrona Heights, PA
Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. SELLS SOLICITS BUSINESS FOR HEALTH INSURANCE THOUGH FORTIS INSURANCE COMPANY - 3 HRS/MONTH - HAVE BEEN LICENSED FOR 20 YRS.] [INVESTMENT ADVISOR REPRESENTATIVE AFFILIATED WITH EAGLE STRATEGIES LLC] [OPERATING UNDER THE DBA NAME OF LUCCHINO INSURANCE & FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NATRONA HEIGHTS, PA; START DATE: 08/2015] [Harvard Properties, LLC; 2318 Freeport Road, Natrona Heights, PA 15065 and 1316 Harvard Avenue, Natrona Heights, PA 15065; Start Date 01/2018; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-03-26
  • S63 Uniform Securities Agent State Law Examination
    1984-03-26
Designations
Other Names
  • Joe Lucchino

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