Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid George Metzler is a financial advisor who has been working in the industry since November 1988. David is currently registered as a Registered Representative with Eagle Strategies LLC and is also registered as an Investment Advisor Representative in Kentucky. David has passed the Series 63, Series 26, SIE, Series 22, and Series 6 exams. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. David is a Chartered Financial Consultant and has been affiliated with Eagle Strategies LLC since September 2022, and previously worked for NYLIFE Securities Inc. and New York Life Insurance Co.
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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KY
09/26/2022 - Present
Eagle Strategies LLC (LOUISVILLE KY)
BC
Issued 12/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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