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 a registered investment advisor representative with Eagle Strategies LLC. Michael has been in the industry since 2010 and holds the Series 6, 7, 24, 26, 63, 65 and 66 licenses. Eagle Strategies LLC is a registered investment advisor headquartered in New York. The firm provides financial planning, pension consulting, educational seminars and portfolio management for individuals. Michael works out of the firm's office in Honolulu.
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 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/28/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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