Unclaimed
David Brown is a registered investment advisor representative with Eagle Strategies LLC. David has been in the securities industry since April 9, 1984. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. David is licensed in California, Connecticut, Florida, Indiana, Nevada, New Jersey, and New York. David is also registered with the state of New York as an investment advisor.
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
01/13/2022 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
IA
Issued 12/31/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/6/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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