Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Polito is an investment advisor representative with Eagle Strategies LLC. Michael Polito has been in the industry since December 17, 2007. Michael Polito is registered with the following states: California, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, Texas and Vermont. Michael Polito holds the following licenses: Series 6, Series 63, Series 65, Series 7 and SIE. Michael Polito has experience in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals, and portfolio management for investment companies.
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.
1
2
MA
03/06/2023 - Present
Eagle Strategies LLC (DEDHAM MA)
IA
Issued 3/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Polito is the right advisor for you? Invested Better is here to help.
