Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gothers is a registered investment advisor representative with Eagle Strategies LLC. Michael has been in the securities industry since 2009 and is registered in multiple states. Michael's expertise includes financial planning, educational seminars, and portfolio management for individuals. Michael's firm, Eagle Strategies LLC, manages over $20 billion in assets.
EAST GRANBY, CT
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
CT
12/05/2022 - Present
Eagle Strategies LLC (EAST GRANBY CT)
CT
11/05/2014 - 11/23/2015
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Hartford CT)
CT
11/09/2007 - 10/12/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
01/01/2005 - 04/16/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
BOTH
Issued 12/2/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/7/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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