Unclaimed
Michael Anthony Ferrara is a registered investment advisor representative with Eagle Strategies LLC. Michael has been in the financial services industry since 1996. Michael has a Series 6, 7, 63 and 66 license. Michael's previous employment includes Metlife Securities Inc. and Metropolitan Life Insurance Company. Michael specializes in financial planning, portfolio management for individuals and pension consulting. Michael also provides educational seminars and publishes periodicals.
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
TX
10/05/2017 - Present
Eagle Strategies LLC (NEW BRAUNFELS TX)
NJ
03/25/2011 - 02/29/2012
METLIFE SECURITIES INC. (LAWRENCEVILLE NJ)
NJ
06/10/1996 - 03/02/2009
METLIFE SECURITIES INC. (SHORT HILLS NJ)
NJ
06/10/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)
BOTH
Issued 2/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/8/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 6/7/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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