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Micheline E Yacoub

Eagle Strategies LLC

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About Micheline E Yacoub

Micheline E Yacoub is a registered representative with Eagle Strategies LLC and has been in the financial services industry since May 2011. Micheline E Yacoub is a registered investment advisor representative (IAR) in Massachusetts. Micheline E Yacoub has passed the Series 63, Series 66 and Series 7 securities exams as well as the SIE, and Series 6. Micheline E Yacoub offers investment advisory services through Eagle Strategies LLC.

Firm Information

Micheline Yacoub is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

M Y CORE FINANCIALS LLC

BOSTON, MA 02132

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Micheline Yacoub’s Registration & Firm History

MA

11/18/2013 - Present

Eagle Strategies LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/10/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/9/2013

Series 7 - General Securities Representative Examination

BC

Issued 5/7/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Micheline E Yacoub. Review regulatory record here.
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