Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Loe is a financial advisor with Eagle Strategies LLC. David has been in the financial industry since April 2007 and has worked with New York Life Insurance Company and NYLIFE Securities LLC prior to joining Eagle Strategies LLC. David has a wide range of experience working with high-net-worth individuals, corporations, and charitable organizations. David is a Chartered Financial Consultant and holds Series 6, 7, 63, and 65 licenses. David is also registered to provide investment advisory services in Arizona, Arkansas, Colorado, Florida, Idaho, Iowa, Kansas, Massachusetts, Minnesota, Missouri, Montana, New Hampshire, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, and Virginia.
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
OK
04/21/2011 - Present
Eagle Strategies LLC (BIXBY OK)
NY
11/03/2004 - 02/10/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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