Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Hurley is a financial advisor who is registered with the state of Massachusetts as both a Registered Investment Advisor (IA) and a Broker-Dealer (BC). Michael is affiliated with Eagle Strategies LLC. Michael has been in the industry for over 6 years and has held several roles at various companies, including New York Life Securities LLC and New York Life Insurance Company. Michael is a Series 6, Series 7, Series 63 and Series 65 licensed holder and has a proven track record of success in helping clients achieve their financial goals. Michael's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses. Michael offers services to a wide range of clients, including high-net-worth individuals, charitable organizations, and corporations. Michael is committed to providing personalized financial advice and helping clients make informed decisions about their financial futures.
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
MA
04/13/2021 - Present
Eagle Strategies LLC (WALTHAM MA)
IA
Issued 3/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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