Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ponder is an investment advisor representative with Eagle Strategies LLC, based in EDGEWATER, MD. David has been in the financial services industry since 1987. David is registered with FINRA and the state of Maryland, and is also registered with the state of Delaware, District of Columbia, Florida, South Carolina, Virginia, and West Virginia. David has passed the Series 6, 63, and 65 exams, as well as the SIE. David has worked for several firms in the past, including NYLIFE Securities INC, Transamerica Financial Resources, INC, and Transamerica Securities Sales Corporation. David specializes in providing financial planning, portfolio management, and other financial services. David is also a Planned Giving Professional Advisory Committee member for Maharishi University of Management.
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
MD
03/16/2006 - Present
Eagle Strategies LLC (EDGEWATER MD)
NY
01/10/1997 - 11/09/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
04/24/1992 - 12/13/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
07/24/1987 - 12/13/1996
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
07/24/1987 - 12/20/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 03/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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