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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Bush is a financial advisor with Eagle Strategies LLC. David Michael Bush has been working in the financial services industry since March 2011. David Michael Bush is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in New York, Ohio, and Pennsylvania. David Michael Bush is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. David Michael Bush provides financial planning, portfolio management, and other investment advisory services to individuals, corporations, and charitable organizations. Previously David Michael Bush has been employed by PNC Investments and Edward Jones. David Michael Bush also holds the following securities licenses: Series 7, Series 63, Series 24, and Series 65. David Michael Bush has a specialization in Portfolio Management, Retirement Planning, Education Planning, Insurance and Annuities, and Estate Planning. David Michael Bush is committed to providing his clients with personalized financial advice and investment strategies that are designed 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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2
NY
10/05/2022 - Present
Eagle Strategies LLC (WILLIAMSVILLE NY)
PA
08/10/2009 - 11/06/2012
PNC INVESTMENTS (GREENSBURG PA)
PA
01/25/2007 - 04/23/2008
PNC INVESTMENTS (GREENSBURG PA)
MO
01/27/2004 - 03/22/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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