Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Scot Davidson is a financial advisor with Eagle Strategies LLC, a firm that provides a wide range of services, including financial planning, pension consulting, and portfolio management. Derek has been working in the industry since 2009 and is registered in 10 states, including California, Delaware, Florida, Maryland, New Jersey, New York, Oklahoma, Pennsylvania, and South Carolina.
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
PA
09/17/2015 - Present
Eagle Strategies LLC (Ardmore PA)
BOTH
Issued 09/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Davidson is the right advisor for you? Invested Better is here to help.
