Unclaimed
Michael Flynn is a financial advisor with Eagle Strategies LLC, where Michael has been registered since April 23, 1998. Michael Flynn has been in the financial services industry since October 26, 1988. Michael Flynn has a wide range of experience and credentials, holding licenses for securities and investment advising in several states. Michael Flynn has worked with individual investors, high-net-worth individuals, corporations, and charitable organizations. Michael Flynn’s client base is primarily located in California, Arizona, Texas, Oregon, Washington, Ohio, Virginia, Colorado, Georgia, North Carolina, and Kansas. Michael Flynn has a strong track record of success in providing financial advice and investment management services. Michael Flynn 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
CA
04/23/1998 - Present
Eagle Strategies LLC (CAPITOLA CA)
BC
Issued 10/28/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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