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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 Joseph Savastano is an active investment advisor representative with Eagle Strategies LLC. Michael holds Series 6, Series 22, Series 63, and Series 65 licenses, as well as the SIE Exam. Michael has been working in the financial industry since 1990. Michael is registered as an investment advisor representative in Massachusetts, New Hampshire, and New Mexico. Michael is also a registered representative with Eagle Strategies LLC. Michael works for Eagle Strategies LLC in Andover, MA, which is a branch office of the firm. Michael has experience providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors to clients. Michael also works with clients in the following areas: charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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
MA
03/03/2011 - Present
Eagle Strategies LLC (ANDOVER MA)
IA
Issued 08/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/1990
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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