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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 Reese is an investment advisor representative currently associated with Eagle Strategies LLC. Michael is also registered as an Investment Advisor Representative in Utah. Michael has been in the securities industry since June 21, 2004. Michael holds the Series 6, Series 63, Series 65 and SIE licenses. Michael has experience in providing financial planning, portfolio management for individuals, and pension consulting. Michael also has experience in providing educational seminars, publication of periodicals, and selection of other advisors. Michael's firm Eagle Strategies LLC specializes in providing investment advice to individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. The firm's regulatory assets under management are approximately $20 billion. The firm also has experience in providing financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors.
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
UT
11/23/2022 - Present
Eagle Strategies LLC (SANDY UT)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/3/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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