Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Arthur Denison is a financial advisor with Eagle Strategies LLC. David has been in the financial services industry since 1992. David is registered with the state of California and Texas. David provides financial planning, pension consulting, educational seminars and portfolio management for individuals. David also has experience with New York Life Ins. Co. and NYLIFE Securities Inc. David has a broad base of experience to help clients reach 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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CA
06/18/2020 - Present
Eagle Strategies LLC (WALNUT CREEK CA)
PA
06/10/1992 - 08/25/1992
CIGNA SECURITIES, INC. (RADNOR PA)
NJ
03/03/1992 - 03/17/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/03/1992 - 03/17/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 2/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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