Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Davis is an investment advisor representative registered with Eagle Strategies LLC. Michael has been in the securities industry since March 2013. Michael is currently registered in 20 states including California, Colorado, Connecticut, Florida, Idaho, Illinois, Indiana, Maine, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, Pennsylvania, Rhode Island, Texas, Vermont, as well as holding a Series 65 license as an Investment Advisor Representative in Massachusetts and Texas. Michael specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Michael is also a registered insurance broker and has been working with GA Brookfield Partners and Jurs Montgomery Brokerage LLC since 2016.
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
MA
03/31/2021 - Present
Eagle Strategies LLC (LEOMINSTER MA)
IA
Issued 8/2/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 3/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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