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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 Moler is an investment advisor representative with Eagle Strategies LLC. David has been in the financial services industry since 2015. David has experience at both wirehouse firms and independent advisory firms. Prior to joining Eagle Strategies LLC, David was with Northwestern Mutual Investment Services, LLC in Baltimore, MD and Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD. David holds the Series 7, 63, and 66 securities licenses, as well as the SIE exam. David is registered with the states of Maryland, Pennsylvania, and Texas.
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
MD
09/12/2024 - Present
Eagle Strategies LLC (BETHESDA MD)
MD
04/13/2017 - 08/17/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BALTIMORE MD)
MD
12/08/2015 - 03/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
07/09/2015 - 11/11/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 12/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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