Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Antonovich is a financial professional with over 10 years of experience in the financial services industry. David currently works at Eagle Strategies LLC. David has a strong background in financial planning, portfolio management, and investment advisory services. David is dedicated to providing personalized financial guidance and helping clients achieve their financial goals. David holds multiple licenses and certifications including the Series 7, Series 66, and Series 26 exams. David is registered in Florida, Iowa, Minnesota, Texas, and Wisconsin. David also has experience with New York Life Insurance Company and NYLife Securities LLC.
Eden Prairie, MN
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
MN
04/21/2022 - Present
Eagle Strategies LLC (Eden Prairie MN)
MN
02/17/2012 - 06/29/2012
SUNSET FINANCIAL SERVICES, INC. (BURNSVILLE MN)
MN
10/04/2010 - 01/03/2011
MORGAN STANLEY SMITH BARNEY (MINNEAPOLIS MN)
BOTH
Issued 4/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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