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Mark Andrew Kinasewitz is an Investment Advisor Representative at Eagle Strategies LLC. Mark is a highly experienced financial professional, having been in the industry since July 10, 1996. Mark specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is registered in several states and is currently licensed to provide financial advice in New York, Connecticut, New Jersey, Pennsylvania and New York. Mark is also a Chartered Financial Consultant.
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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NY
08/04/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
BC
Issued 6/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/8/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/3/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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