Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bearden is a financial advisor in Sahuarita, Arizona. David has been in the financial services industry since 1994 and has held multiple registrations with various firms. David currently holds registrations with Eagle Strategies LLC and has been a representative of this firm since 2021. David holds Series 7, 31, 63, 65, and 66 licenses. David is registered to provide investment advice in Arizona, Alaska, Oregon, Pennsylvania, Tennessee, Texas, and Washington. David has provided financial advice to high-net-worth individuals, corporations, and charitable organizations. David focuses on providing financial planning services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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
AZ
03/12/2021 - Present
Eagle Strategies LLC (SAHUARITA AZ)
CA
03/22/2006 - 10/16/2008
BANCWEST INVESTMENT SERVICES, INC. (CUPERTINO CA)
NY
03/17/2003 - 03/10/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/31/1992 - 01/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/13/1991 - 08/26/1992
F.N. WOLF & CO., INC.
BOTH
Issued 2/16/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 7/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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