Invested Better
Unclaimed

Unclaimed

Unclaimed

Louis Mark Prosser

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Louis? Claim Your Profile

About Louis Mark Prosser

Louis Mark Prosser is a registered investment advisor representative with Eagle Strategies LLC. Louis has been in the securities industry since May 17, 1991 and has been with Eagle Strategies LLC since May 2008. Louis is registered with the state of North Carolina. In addition to providing advisory services, Louis also provides insurance brokerage services. Louis has passed the Series 6, 7, 24, 26, 63 and SIE exams. Louis specializes in providing financial planning services, portfolio management, and pension consulting to individuals, high-net-worth individuals, and charitable organizations. Louis is also involved in the publication of periodicals and educational seminars.

Firm Information

Louis Prosser is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Louis Prosser’s Registration & Firm History

NC

09/29/2003 - Present

Eagle Strategies LLC (CARY NC)

NA

03/24/1999 - 04/15/1999

NYLIFE SECURITIES INC.

MA

08/07/1991 - 03/24/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/07/1991 - 03/24/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

05/06/1991 - 07/25/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/06/1991 - 07/25/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

Not sure if Louis Mark Prosser is right for you?

Licenses & Designations

BC

Issued 07/31/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2001

Series 24 - General Securities Principal Examination

BC

Issued 02/09/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/01/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Louis Mark Prosser. Review regulatory record here.
Not sure if Louis Mark Prosser is right for you?