Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Ferrara is a financial advisor registered with Eagle Strategies LLC. Michael has been in the industry since 1998 and is licensed to conduct business in Delaware, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Michael has passed Series 6, 7, 63, 66, and SIE exams. Michael has experience working with high-net-worth individuals, charitable organizations, corporations and other businesses, and individuals other than high-net-worth.
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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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 02/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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