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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gams is a financial advisor with Eagle Strategies LLC. Michelle has been in the industry since 1998 and has experience in providing financial planning, investment advice, and insurance products. Michelle has a wide range of experience, having previously worked with American Express Financial Advisors Inc., IDS Life Insurance Company, and Invest Financial Corporation. She has a wide range of certifications including Series 7, 63, and 65 and SIE. Michelle is currently registered with the state of Montana and is also registered with several other states. She has a strong background in providing financial advice to both individuals and businesses, and she is committed to helping her clients achieve their financial goals.
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
MT
05/22/2002 - Present
Eagle Strategies LLC (BILLINGS MT)
WI
07/23/1999 - 10/17/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
09/30/1997 - 07/26/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/30/1997 - 07/26/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 2/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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