Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hill is a financial advisor with over 18 years of experience in the financial services industry. Michael is registered with Eagle Strategies LLC and is licensed to provide investment advice and securities trading in California. Michael is also a registered representative of Charles Schwab & Co., Inc. in California. Michael has a broad range of experience and expertise in financial planning, portfolio management, and investment advisory services. Michael is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
Healdsburg, CA
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
CA
01/14/2021 - Present
Eagle Strategies LLC (Healdsburg CA)
CA
03/03/2017 - 01/29/2021
CHARLES SCHWAB & CO., INC. (Santa Rosa CA)
CA
10/06/2004 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (EMERYVILLE CA)
NA
07/02/1984 - 03/07/1986
NEW YORK LIFE SECURITIES CORP.
BOTH
Issued 1/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/5/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/18/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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