Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Guilford is a financial professional with over 25 years of experience in the financial services industry. David holds multiple securities licenses, including Series 3, 6, 7, 7TO, 63 and 66. David is currently registered with Eagle Strategies LLC in New Orleans, LA, specializing in providing financial advice and planning services for individuals, businesses, and charitable organizations. David is also a Chartered Financial Consultant.
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.
1
2
LA
09/16/2020 - Present
Eagle Strategies LLC (NEW ORLEANS LA)
NA
12/07/1994 - 01/24/1995
COHIG & ASSOCIATES, INC.
NA
07/15/1993 - 12/23/1994
THOMAS JAMES ASSOCIATES, INC.
NA
07/06/1993 - 07/15/1993
CHATFIELD DEAN & CO., INC.
NA
01/07/1993 - 06/25/1993
CHATFIELD DEAN & CO., INC.
BOTH
Issued 7/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/12/1997
Series 3 - National Commodity Futures Examination
BC
Issued 12/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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