Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Takazono is an investment advisor representative at Eagle Strategies LLC, a firm located in Honolulu, HI. Michael has been working in the financial industry since 2010 and has a wide range of experience in providing financial advice to individuals, families, and businesses. He is also a registered investment advisor in Hawaii. Michael is committed to helping his clients achieve their financial goals, and he is passionate about providing them with the personalized service they deserve. Michael holds the Series 6, 7, 24, 26, 63, 65, and 66 securities licenses. Michael is currently registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the North American Securities Administrators Association (NASAA).
KANEOHE, HI
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
HI
08/26/2024 - Present
Eagle Strategies LLC (KANEOHE HI)
MN
09/08/2023 - 05/01/2024
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
HI
04/30/2010 - 06/30/2022
NYLIFE SECURITIES LLC (HONOLULU HI)
NV
04/02/2009 - 02/11/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (LAS VEGAS NV)
IA
Issued 8/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 6/7/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/5/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 1/31/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 5/28/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/7/2016
Series 7 - General Securities Representative Examination
BC
Issued 4/1/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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