Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rockett is a financial advisor with Eagle Strategies LLC. David has been in the industry since 2019 and is registered with the state of Washington. David has Series 7TO, SIE, and Series 66 licenses. David works with individuals, corporations, and charitable organizations. David provides financial planning, educational seminars, and portfolio management services.
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
WA
07/31/2019 - Present
Eagle Strategies LLC (RAYMOND WA)
BOTH
Issued 7/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 3/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Rockett is the right advisor for you? Invested Better is here to help.
