Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Roger Eyermann is a financial advisor with over 8 years of experience in the financial industry. Michael is currently registered with Fisher Investments and holds the Series 6, 7, 63, 66 and SIE licenses. Michael has previously worked with EDWARD JONES and PRUCO SECURITIES, LLC.. Michael is a Certified Financial Planner (CFP®) and is also a member of the RAPN + GFLR committee in West Palm Beach, FL. Michael provides financial advice and portfolio management services to individuals, businesses, investment companies and pooled investment vehicles. Michael specializes in providing financial advice to high-net-worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/15/2019 - Present
Fisher Investments (PLANO TX)
FL
07/25/2014 - 10/07/2019
EDWARD JONES (JUPITER FL)
FL
07/11/2011 - 06/30/2014
PRUCO SECURITIES, LLC. (ORLANDO FL)
BOTH
Issued 09/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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