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 a financial advisor registered with Eagle Strategies LLC. David has been a registered representative since 1987 and an investment advisor representative since 2006. David is licensed in Delaware, District of Columbia, Florida, Maryland, South Carolina, Virginia and West Virginia. David is affiliated with other firms including NYLIFE SECURITIES INC and TRANSAMERICA FINANCIAL RESOURCES, INC. David provides financial planning, pension consulting, educational seminars and portfolio management for individuals. David is also an insurance broker and operates under the DBA name of Alpha Solutions Group for the purpose of selling New York Life products and services as well as brokering non-registered insurance products.
EDGEWATER, MD
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.
1
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 3/8/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/3/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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