Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Mark Prosser is a financial advisor with over 30 years of experience in the industry. Louis is currently registered with Eagle Strategies LLC, where Louis is an active Investment Advisor Representative. Prior to joining Eagle Strategies, Louis worked with NYLIFE Securities INC. and several other organizations. Louis specializes in several financial planning areas including: Portfolio management for Individuals, Financial Planning, Pension Consulting, Educational Seminars, and Publication of Periodicals. Louis has earned several certifications and passed various exams including Series 6, 7, 24, 26 and SIE. Louis also works as an insurance broker for non-registered insurance products, spending about 3 hours per month on this activity. Louis is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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
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 7/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/9/2001
Series 24 - General Securities Principal Examination
BC
Issued 2/9/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 5/1/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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