Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fitzgerald is a registered investment advisor representative with Eagle Strategies LLC, a firm that provides a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management. Michael has over 10 years of experience in the financial services industry. Michael holds a Series 6, 7, 63, and 65 license, and is also registered as an investment advisor representative in Alabama, Arizona, California, Florida, Georgia, Maine, Maryland, Massachusetts, North Carolina, Oklahoma, South Carolina, Tennessee, Texas. Michael is also a registered insurance broker.
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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NC
02/05/2021 - Present
Eagle Strategies LLC (MATTHEWS NC)
IA
Issued 9/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/5/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 3/5/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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