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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vincent Ceci is a financial advisor with Eagle Strategies LLC, a registered investment advisor firm based in Irvine, CA. Michael has been in the industry since 1988 and holds Series 6, 7, 24, and 63 licenses. Michael also holds the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) designations. Michael is a registered investment advisor representative in California, Hawaii, Oregon, and Washington. Michael specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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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CA
07/02/2014 - Present
Eagle Strategies LLC (Irvine CA)
NJ
08/10/1988 - 06/20/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/10/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 8/9/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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