Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Lackey is a financial advisor at Eagle Strategies LLC with over 24 years of experience in the financial services industry. Michael is a Registered Representative (Series 7, 63 and 66) and a Registered Principal (Series 24) and holds the Chartered Financial Consultant designation. Michael is also a licensed investment advisor in both New Jersey and New York. Eagle Strategies LLC is a registered investment advisor firm that provides financial planning and investment management services to individuals, families, and businesses. The firm also offers a variety of educational resources and seminars to help clients make informed financial 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
NY
01/05/2024 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
NY
10/01/2010 - 10/11/2012
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
MA
07/28/2000 - 09/22/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/2000 - 09/22/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/24/1993 - 06/21/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 3/4/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 9/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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