Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Braccia is a financial advisor with Eagle Strategies LLC. Michael has been in the financial industry since 1997 and has extensive experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Michael specializes in financial planning, portfolio management, and pension consulting. Michael is also registered to provide investment advisory services in New Jersey. Previous experience includes positions with Alexander Capital, L.P., Legend Securities, Inc., Gunnallen Financial, Inc, Raymond James Financial Services, Inc., Prudential Securities Incorporated, and Dean Witter Reynolds Inc.
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
NJ
06/13/2023 - Present
Eagle Strategies LLC (EDISON NJ)
NY
01/04/2017 - 12/16/2022
ALEXANDER CAPITAL, L.P. (STATEN ISLAND NY)
NY
03/11/2008 - 01/04/2017
LEGEND SECURITIES, INC. (NEW YORK NY)
NY
06/09/2004 - 03/14/2008
GUNNALLEN FINANCIAL, INC (STATEN ISLAND NY)
FL
09/12/2002 - 06/14/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
10/11/2000 - 09/18/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/13/1997 - 10/09/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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