Unclaimed
David Kober is a registered representative and investment advisor representative with Eagle Strategies LLC. David has been in the financial services industry since February 2014. David has passed the Series 66, Series 7 and SIE exams. David currently holds registrations in New Jersey, New York and Texas. David has experience in both investment advisory and brokerage services. David is also involved in non-investment related activities such as property and casualty sales and insurance brokering.
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
NY
12/20/2019 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
02/10/2014 - 08/23/2016
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 3/7/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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