Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kasch is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with Eagle Strategies LLC and has been with the firm since March 2023. Michael also has experience with Mutual of Omaha Investor Services, Inc., Josephthal Lyon & Ross Incorporated, Westfield Financial Corporation, Hibbard Brown & Co., Inc., and Thomas James Associates, Inc. Michael is licensed in multiple states including Florida, New York, Ohio, and Texas. Michael's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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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NY
03/17/2023 - Present
Eagle Strategies LLC (DEWITT NY)
NE
03/14/1995 - 02/03/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NY
01/09/1995 - 02/07/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
08/25/1994 - 11/01/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
07/01/1994 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/19/1994 - 09/06/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
BC
Issued 7/8/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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