Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mendelsohn is a registered investment advisor representative with Eagle Strategies LLC and has been in the industry since 2012. Michael is licensed to sell securities in Arkansas, Oklahoma, and Texas. Michael holds the following securities licenses: Series 6, Series 7, Series 24, Series 63, and Series 66. Michael is also registered with the state of Oklahoma as an investment advisor representative. Michael specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. Michael is committed to providing his clients with the highest level of service and expertise.
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
OK
05/24/2023 - Present
Eagle Strategies LLC (OKLAHOMA CITY OK)
BOTH
Issued 12/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/2/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 4/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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