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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McGuire is a financial advisor with Eagle Strategies LLC and is registered to provide investment advice in Massachusetts and Texas. David McGuire has 14 years of experience in the financial services industry. David McGuire is also a registered representative in 16 states including Massachusetts, Arizona, California, Connecticut, Florida, Georgia, Maryland, New Hampshire, New York, North Carolina, Rhode Island, Tennessee, Texas and Vermont. David McGuire offers a variety of financial services to individuals, corporations, and charitable organizations. David McGuire's investment services include financial planning, portfolio management for individuals, portfolio management for businesses, and educational seminars.
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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MA
01/30/2023 - Present
Eagle Strategies LLC (FRANKLIN MA)
IA
Issued 09/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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