Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Boubert is a financial advisor registered with Eagle Strategies LLC and has been in the industry since 1997. Michael holds several licenses including Series 66, 63, 53, and 24. Michael is licensed in California and New York. Michael's firm, Eagle Strategies LLC is a Registered Investment Advisor (RIA) based in New York, NY and has over 1500 employees. Eagle Strategies provides a range of financial services including financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisers. In addition to the financial services provided by his firm, Michael is also a FINRA arbitrator and coaches his son's youth basketball team.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
BOTH
Issued 6/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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