Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Felte is a financial advisor with over 20 years of experience in the industry. David is registered with Eagle Strategies LLC and holds Series 6, 7, 63, 65 and SIE licenses. David has a history of working with individuals, high-net-worth individuals, and businesses and is registered in a number of states. David offers a variety of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for 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
CA
09/19/2018 - Present
Eagle Strategies LLC (SANTA ROSA CA)
IA
Issued 2/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2012
Series 7 - General Securities Representative Examination
BC
Issued 1/2/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Felte is the right advisor for you? Invested Better is here to help.
