Patricia Isis Heslin

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

• 11/1983 → Present
  New York Life Insurance Company
  Poughkeepsie, NY
• 01/1984 → Present
  Nylife Securities Llc
  New Windsor, NY
• 08/2021 → Present
  Eagle Strategies Llc
  Kingston, NY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS AS WELL AS BROKERING THROUGH METRO ACCIDENT & HEALTH AGENCY AND WESTIN INSURANCE BROKERAGE; 79 VISTA DRIVE, NEW PALTZ, NY 12561; START DATE: 06/2004; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [RENTAL PROPERTY; CONDO OWNER; 110 STERLING PLACE, HIGHLAND, NY 12528; INVESTMENT RELATED] [SELLING PAINTINGS AND DRAWINGS; 79 VISTA DRIVE NEW PALTZ, NY 12561; START DATE: 10/2012; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 6 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-09-27

Designations

• Chartered Financial Consultant

Other Names

• Patricia Isis