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 investment advisor representative at Eagle Strategies LLC in Horsham, Pennsylvania. David has over 25 years of experience in the financial services industry and is registered in both Pennsylvania and New Jersey. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. David has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized advice and guidance. He is passionate about helping his clients make informed decisions about their investments.
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 04/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
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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