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 registered investment advisor representative with Eagle Strategies LLC. Michael has been in the financial services industry since April 1, 2003. Michael has experience working with high net worth individuals, corporations or other businesses, individuals other than high net worth, and charitable organizations. Michael's prior firms include Charles Schwab & Co., Inc., State Farm VP Management Corp, and New York Life Securities Corp. Michael is registered with the state of California.
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.
1
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 01/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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