Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Selvaggi is an investment advisor representative, registered with Eagle Strategies LLC. Mark has been in the industry since March 2015. Mark has passed exams for Series 6, Series 7TO, Series 63, and Series 65. Mark has registrations in Arkansas, California, Delaware, District of Columbia, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, Vermont, and Virginia. Eagle Strategies LLC is based in New York, NY and has over 95,000 clients, and $20.3 billion in regulatory assets under management. The firm offers a wide range of advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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
MA
05/02/2023 - Present
Eagle Strategies LLC (ROCKLAND MA)
IA
Issued 4/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/9/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/4/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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