Unclaimed
Michael James Logan is a financial advisor who has been in the industry since November 2012. Michael is currently registered with Eagle Strategies LLC in Greenville, South Carolina and is also registered in Georgia, North Carolina and South Carolina. Michael has passed several securities exams including the Series 6, 7, 24, 63, and 65. In addition to his Series licenses, Michael is also a Registered Investment Advisor. Michael specializes in providing financial planning, pension consulting and educational seminars. Michael has experience working with individuals, corporations, and charitable organizations.
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
SC
12/16/2021 - Present
Eagle Strategies LLC (GREENVILLE SC)
IA
Issued 12/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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