Unclaimed
Logan Thomas Fields is a financial advisor registered with Eagle Strategies LLC and has been in the financial services industry since July 8, 2023. Logan has earned Series 63, Series 65, Series 7TO and SIE licenses. Logan is a registered representative in Michigan and a registered investment advisor in Michigan. Logan currently works with individuals, high net worth individuals, charitable organizations, corporations or other businesses. Logan also has an active business relationship with New York Life Insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
12/12/2023 - Present
Eagle Strategies LLC (WYOMING MI)
BC
Issued 9/9/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 6/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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