Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ediger is an investment advisor representative with Eagle Strategies LLC. David is a seasoned professional with over two decades of experience in the financial services industry. David holds Series 6, 7, 63 and 65 licenses. David previously worked for Concorde Investment Services, LLC, Independent Financial Group, LLC, and SCF Securities, Inc. David has a strong background in financial planning, portfolio management, and insurance. David is committed to providing clients with personalized financial advice and strategies to help them 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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CA
07/07/2023 - Present
Eagle Strategies LLC (FRESNO CA)
CA
01/12/2022 - 01/09/2023
CONCORDE INVESTMENT SERVICES, LLC (Roseville CA)
CA
11/04/2019 - 01/03/2022
INDEPENDENT FINANCIAL GROUP, LLC (TURLOCK CA)
CA
01/02/2014 - 11/15/2019
SCF SECURITIES, INC. (REEDLEY CA)
CA
08/02/2011 - 01/06/2014
PRINCOR FINANCIAL SERVICES CORPORATION (REEDLEY CA)
CA
11/24/2008 - 09/02/2011
SECURITIES AMERICA, INC. (REEDLEY CA)
CA
01/26/2005 - 12/09/2008
QA3 FINANCIAL CORP. (REEDLEY CA)
FL
05/25/2000 - 01/20/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IN
12/15/1999 - 06/02/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
12/15/1999 - 06/02/2000
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
CO
11/04/1999 - 12/15/1999
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 9/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/6/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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