Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hjorth is an Investment Advisor Representative with Eagle Strategies LLC, a firm registered with the SEC as a Registered Investment Adviser (RIA). David has been in the financial services industry for over 40 years and is registered with the state of California, Texas, and several other states. David offers investment advice to individuals, high-net-worth individuals, charitable organizations, and corporations. His expertise is in financial planning, pension consulting, and portfolio management for individuals. David is also a Registered Representative with the firm, which allows him to sell securities in addition to providing investment advisory services.
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
CA
04/04/2017 - Present
Eagle Strategies LLC (UPLAND CA)
NA
03/27/1980 - 08/16/1985
NEL EQUITY SERVICES CORPORATION
NA
09/20/1974 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
IA
Issued 3/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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