Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Duke is a financial advisor registered with Eagle Strategies LLC. Michael has been in the financial industry since 2008. Michael is a registered representative in Idaho, Kansas, Mississippi, North Carolina, Texas, and Utah. Michael is also registered as an investment advisor representative in Texas. Eagle Strategies LLC is an investment advisory firm registered with the SEC. Eagle Strategies LLC is located in New York, NY and has approximately 6,070 clients. The firm has approximately $20.3 billion in assets under management. Eagle Strategies LLC's services include financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
MANSFIELD, TX
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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TX
05/15/2017 - Present
Eagle Strategies LLC (MANSFIELD TX)
IL
09/20/2001 - 05/14/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 5/6/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 6/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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