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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 Jungen is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Eagle Strategies LLC and has been with the firm since 1999. Michael has held multiple licenses, including Series 6, 7, 22, 63 and 65, which allows Michael to provide a wide range of investment services. Michael is also registered as an Investment Advisor Representative in Wisconsin. Michael has a proven track record of success in helping individuals and families achieve their financial goals. Michael offers a variety of services, including financial planning, portfolio management, and educational seminars. Michael also provides investment advice to charitable organizations and corporations. Michael is committed to providing personalized service and helping clients make informed investment decisions.
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
WI
01/25/1999 - Present
Eagle Strategies LLC (MILWAUKEE WI)
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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