Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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