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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 Eakman is a financial advisor with Kestra Advisory Services, LLC. Michael has over 10 years of experience in the financial services industry and specializes in financial planning, portfolio management, and retirement planning. Michael is a licensed investment advisor representative and holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam. In addition to his role at Kestra Advisory Services, LLC, Michael is also the CEO of Adaptive Wealth Partners, a firm providing insurance and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NV
09/01/2020 - Present
Kestra Advisory Services, LLC (Henderson NV)
NV
08/15/2014 - 08/10/2020
EDWARD JONES (LAS VEGAS NV)
NV
10/01/2012 - 08/18/2014
J.P. MORGAN SECURITIES LLC (HENDERSON NV)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PALMDALE CA)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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