Unclaimed
David Paul Rupp is a registered investment advisor representative with Eagle Strategies LLC. David has been in the financial industry since March 21, 2005. David is registered in 10 states, including Alaska, Texas, Florida, Arizona, and Washington. David holds the Series 6, 7, 63, and 65 licenses and the SIE exam. David specializes in a variety of investment areas, including retirement planning, college savings, insurance, and estate planning. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
AK
10/08/2018 - Present
Eagle Strategies LLC (Anchorage AK)
IA
Issued 3/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 3/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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