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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Barry is an investment advisor representative with Eagle Strategies LLC, based in Walpole, MA. Michael has been in the securities industry since 1983 and has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination, among other qualifications. Michael has a diverse background in financial services and is registered in 12 states as an investment advisor representative. Michael also owns Barry Financial, LLC, a separate entity that provides non-registered insurance products and services, and is a passive investor with NYLARC Holding Company, Inc. Michael specializes in providing financial planning, portfolio management for individuals and investment advisory services to high net worth individuals, insurance companies, corporations and charitable organizations.
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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MA
08/27/2000 - Present
Eagle Strategies LLC (Walpole MA)
IA
Issued 03/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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