Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Michaud is a financial advisor with Eagle Strategies LLC. Martin has been in the financial industry since 2006. Martin's areas of focus include Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals. Martin has been registered with both the Securities and Exchange Commission and Financial Industry Regulatory Authority.
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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MA
04/05/2023 - Present
Eagle Strategies LLC (WESTBOROUGH MA)
NH
03/01/2022 - 01/20/2023
EQUITABLE ADVISORS, LLC (PORTSMOUTH NH)
NH
05/14/2018 - 01/26/2022
CITIZENS SECURITIES, INC. (NASHUA NH)
MA
06/14/2016 - 05/17/2018
NYLIFE SECURITIES LLC (ANDOVER MA)
MA
12/19/2007 - 03/21/2016
NYLIFE SECURITIES LLC (WALTHAM MA)
NH
01/18/2006 - 12/04/2007
WADDELL & REED, INC. (BEDFORD NH)
IA
Issued 3/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/1/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/2013
Series 7 - General Securities Representative Examination
BC
Issued 1/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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