Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Franklin Edwards is a financial advisor with over 30 years of experience in the industry. David is currently registered with Eagle Strategies LLC and has held previous positions at Morgan Stanley, Charles Schwab & Co., Inc., Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. David is a Certified Financial Planner and holds Series 7, 10, 9, 63, and 65 licenses. David specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and charitable organizations. David has a strong track record of success in helping clients achieve 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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2
MD
10/03/2024 - Present
Eagle Strategies LLC (BETHESDA MD)
VA
06/10/2019 - 12/19/2022
MORGAN STANLEY (Mclean VA)
VA
10/18/2016 - 06/11/2019
CHARLES SCHWAB & CO., INC. (Arlington VA)
VA
08/03/2015 - 08/17/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
VA
02/25/1992 - 05/18/2015
AMERIPRISE FINANCIAL SERVICES, INC. (FAIRFAX VA)
MN
02/25/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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