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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 over 13 years of experience in the industry. David is registered with Eagle Strategies LLC, and has been with the firm since January 2021. Prior to that, David worked with PNC Investments for several years. David is licensed in New York, Ohio, and Pennsylvania. David specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals. David's experience, expertise, and dedication to client success make him a valuable resource for individuals and families seeking comprehensive financial guidance.
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 12/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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