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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mike? Claim Your ProfileMike Bui is an investment advisor representative at Eagle Strategies LLC. Mike has been in the industry since 1998, with experience at NYLIFE Securities LLC and New York Life Insurance Company. Mike has several licenses including Series 6, 7, 24, 63, and 65. Mike specializes in working with individual clients, high-net-worth individuals, charitable organizations, and corporations or other businesses. Eagle Strategies LLC is a firm with approximately 6,070 clients and manages around $20 billion in assets. The firm specializes in financial planning, pension consulting, and portfolio management for individuals.
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
TX
11/03/2017 - Present
Eagle Strategies LLC (ARLINGTON TX)
NY
08/28/1998 - 02/11/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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