Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fard is an investment advisor representative at Eagle Strategies LLC in NEW YORK, NY. Michael has been in the industry since March 5, 2003. Michael has also previously been registered with J.P. MORGAN SECURITIES LLC, FORRESTERS FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Michael is a Series 6, Series 7 and Series 66 licensed investment advisor representative and is registered in New Jersey and New York. Michael's specializations include 1 - Broker-Dealer, 2 - Investment Adviser, 3 - Bank, 4 - Registered Investment Advisor, 6 - Trust Company, and 9 - Insurance Company.
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.
1
2
NY
07/26/2022 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
10/10/2017 - 05/20/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
01/29/2008 - 04/21/2017
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
NJ
07/12/2002 - 11/19/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
MA
12/07/2001 - 01/25/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/07/2001 - 01/25/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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