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 an investment advisor representative with Eagle Strategies LLC based in Edison, New Jersey. Michael has been in the industry since 1997 and has held various positions at several firms, including Alexander Capital, L.P., Legend Securities, Inc., and Raymond James Financial Services, Inc. Michael specializes in providing financial planning, pension consulting, and educational seminars to individuals, corporations, and charitable organizations. Michael is also a registered investment advisor in New Jersey.
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 6/9/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 5/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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