Unclaimed
Michael W. Frake is a financial advisor who has been in the industry since March 2002. Michael is currently registered with Eagle Strategies LLC in MT. LAUREL, NJ. Michael also has state registrations in NJ, NY, and PA. Eagle Strategies LLC is a registered investment advisor with offices in New York, NY. The firm's mission is to provide clients with financial planning, investment management, and wealth management services. Eagle Strategies LLC specializes in providing investment advice to high-net-worth individuals, corporations, 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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2
NJ
03/07/2012 - Present
Eagle Strategies LLC (MT. LAUREL NJ)
BOTH
Issued 12/5/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 3/8/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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