Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Lewis is a financial professional who has been in the industry since June 2018. David is currently registered with Eagle Strategies LLC and holds various licenses, including Series 66, Series 63, and Series 7. David is also licensed in multiple states, including California, Florida, Idaho, Indiana, Maryland, Minnesota, New Mexico, Oregon, and Washington. David has a strong background in education and has worked at The University of Alabama and The Johns Hopkins Center for Talented Youth. David's experience, combined with his dedication to providing excellent service, makes him a valuable resource for individuals and families seeking financial guidance.
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.
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2
WA
09/17/2019 - Present
Eagle Strategies LLC (LYNDEN WA)
BOTH
Issued 8/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/6/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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