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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 Nichols is an investment advisor representative with Eagle Strategies LLC, based in Waltham, MA. Michael has been in the industry since 2003 and has a strong track record of success in helping individuals and families achieve their financial goals. Michael is a highly experienced advisor who is committed to providing personalized service and building long-term relationships with clients. Michael offers a wide range of financial services, including financial planning, investment management, and retirement planning. Michael holds the Series 6, 7, 63, 65, and SIE licenses and is a registered investment advisor in Massachusetts. Michael has a deep understanding of the financial markets and is committed to helping clients navigate the complexities of the investment world.
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
05/05/2021 - Present
Eagle Strategies LLC (WALTHAM MA)
NY
04/14/2004 - 07/29/2004
AXA ADVISORS, LLC (NEW YORK NY)
MN
11/14/2003 - 01/14/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/14/2003 - 01/14/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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