Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Avigdor Reif is an active investment advisor representative with Eagle Strategies LLC. David has been in the industry since 1994 and has held licenses with several other firms before joining Eagle Strategies LLC in 2009. David is registered with the state of Pennsylvania as an investment advisor representative. In addition to holding Series 6, 7, and 63 securities licenses, David has passed the Securities Industry Essentials (SIE) exam. David is also licensed to sell insurance and provides financial planning services to a diverse clientele including individuals, corporations, charitable organizations, and high-net-worth individuals.
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
PA
02/02/2009 - Present
Eagle Strategies LLC (HORSHAM PA)
PA
03/07/2006 - 02/05/2007
PNC INVESTMENTS (ABINGTON PA)
CA
09/03/2003 - 02/10/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MN
04/05/2001 - 09/02/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
DE
03/30/2000 - 03/14/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
08/28/1998 - 03/13/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
10/19/1993 - 09/16/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 4/7/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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