Unclaimed
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 a financial advisor with over 9 years of experience in the industry. David is currently registered as a broker-dealer and investment advisor representative with Eagle Strategies LLC. David has held previous roles with Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and T. Rowe Price Investment Services, Inc. David holds the Series 63, Series 66, Series 7, and SIE licenses and is registered in 18 states. David specializes in providing financial planning services to individuals and corporations. David is also a registered insurance broker and provides insurance services to clients through BluePoint Financial, LLC.
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 07/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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