Unclaimed
David Michael Eddy is a registered investment advisor with Eagle Strategies LLC. David has been in the industry since 2014 and holds Series 6, 7, 63 and 66 securities licenses. David is also licensed to sell insurance. David provides a range of financial services including financial planning, pension consulting, educational seminars and portfolio management. David is registered with the Securities and Exchange Commission (SEC) and is also licensed in 17 states. David is a board member for Camp Arnold Skate Church.
PROSPER, TX
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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TX
01/22/2019 - Present
Eagle Strategies LLC (PROSPER TX)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/1/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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