Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dwyer is a financial advisor with over 14 years of experience in the financial services industry. Michael is registered with Eagle Strategies LLC, a firm with over 1500 licensed agents and over 1800 investment advisor representatives, and has been with the firm since 2012. Previously, Michael was employed with NYLIFE SECURITIES LLC from 2009 to 2012 and New York Life Insurance Co from 2009 to 2012. Michael holds both FINRA and state licenses and is currently registered in New York. Michael is a Board Member of the Harbor Green Shore Club in Massapequa, New York. Michael provides a wide range of financial planning services to individuals, businesses, and charitable organizations. Michael's areas of expertise include retirement planning, investment management, and estate planning.
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)
NY
07/22/2008 - 11/26/2008
LEGEND SECURITIES, INC. (NEW YORK NY)
NY
06/09/2008 - 08/06/2008
AMERICAN CAPITAL PARTNERS, LLC (FARMINGDALE NY)
BOTH
Issued 10/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/9/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/6/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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