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 with over 30 years of experience in the industry. David's current firm is Eagle Strategies LLC, where David has been employed since February 2021. David is also a registered representative with Eagle Strategies LLC. Previously David was registered with BANCWEST INVESTMENT SERVICES, INC., CITICORP INVESTMENT SERVICES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and F.N. WOLF & CO., INC.. David is also a registered investment advisor and currently holds Series 63, 65 and 66 licenses, as well as Series 7 and 31. David has a wide range of experience and provides a variety of financial advisory services including: portfolio management for individuals, financial planning, pension consulting, and educational seminars. David is dedicated to providing personalized financial advice to clients.
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 02/16/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
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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