Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Laflam is a registered representative with Eagle Strategies LLC, a firm headquartered in New York, NY. Mitchell has been in the securities industry since December 2022. Mitchell holds a Series 63 license. Mitchell is registered in Connecticut and Massachusetts. Mitchell has also taken the Series 7TO, Series 6TO and SIE exams. Eagle Strategies LLC is a firm specializing in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. The firm has over 1878 Investment Advisor Representatives and over 1998 Registered Representatives on its staff. The firm has over 195 charitable organizations and over 17247 high-net-worth individuals clients. The firm's total assets under management are over 20 billion dollars.
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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MA
09/24/2024 - Present
Eagle Strategies LLC (WALTHAM MA)
BC
Issued 03/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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