Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Rudolph is a financial advisor with over 38 years of experience in the financial services industry. Michael is currently registered with Eagle Strategies LLC, and holds the Series 6, Series 22 and Series 63 licenses. Michael is also a registered Investment Advisor in Ohio and Texas. Previously, Michael worked for several other firms, including John Hancock Distributors, Inc. , John Hancock Mutual Life Insurance Company, G. R. Phelps & Co., Inc., and NYLife Securities Inc. Michael offers financial planning, portfolio management, and educational seminars.
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.
1
2
OH
09/01/2016 - Present
Eagle Strategies LLC (OXFORD OH)
MA
02/07/1996 - 02/12/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/07/1996 - 02/12/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
10/11/1994 - 02/14/1996
G. R. PHELPS & CO., INC.
NY
01/30/1984 - 10/14/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 1/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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