Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Oliphant is a financial professional with over 25 years of experience in the industry. Michael is currently registered with Eagle Strategies LLC and is a Chartered Financial Consultant. Michael has previously held positions with NYLIFE Distributors LLC, NYLIFE Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Michael's areas of expertise include financial planning, portfolio management, and pension consulting. Michael is committed to providing clients with personalized financial advice and guidance.
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
04/04/2018 - Present
Eagle Strategies LLC (FRESNO CA)
NJ
11/30/2015 - 03/14/2018
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
CA
09/25/1996 - 12/02/2015
NYLIFE SECURITIES LLC (VISALIA CA)
MA
03/29/1993 - 08/22/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/29/1993 - 08/22/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/17/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 3/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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