Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bils is a financial advisor at Eagle Strategies LLC. Michael has been in the financial services industry for over 24 years. Michael holds both Series 7 and 66 securities licenses as well as Series 24 and 53 principal licenses. Michael is registered as a Registered Investment Advisor in Washington. Prior to joining Eagle Strategies LLC, Michael worked at Securities America, Inc., New England Securities, Tower Square Securities, Inc., PNMR Securities, Inc. and CUNA Brokerage Services, Inc. Michael also has experience as an independent contractor, acting/performing, emceeing and auctioneering. Michael works with a variety of clients, including individuals, high-net-worth individuals, corporations and charitable organizations. Michael specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
SEATTLE, WA
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
WA
02/10/2011 - Present
Eagle Strategies LLC (SEATTLE WA)
WA
06/10/2005 - 05/10/2006
SECURITIES AMERICA, INC. (BELLEVUE WA)
NY
07/01/2002 - 11/06/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
08/26/1997 - 12/31/2000
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
12/24/1996 - 07/25/1997
PNMR SECURITIES, INC. (BOSTON MA)
IA
03/04/1994 - 05/13/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 1/8/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/7/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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