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Mark C Biren

Eagle Strategies LLC

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About Mark C Biren

Mark C. Biren is a registered representative with Eagle Strategies LLC. Mark has been in the financial services industry since April 16, 1987. Mark is licensed in California and Colorado. Mark specializes in the following areas: financial planning, educational seminars, portfolio management for individuals, portfolio management for businesses, and selection of other advisors. Mark is a member of the Retired Members Club- New York Life RMC, Arvade West Football Booster Club, and Arvada West Class of 77. Mark also owns and operates Mark Biren Consulting, a coaching and consulting service for insurance/financial service independent brokers and managers. Mark has a number of years of experience with NYLIFE Securities LLC and New York Life Insurance Company. Mark is committed to providing his clients with the best possible service and financial advice.

Firm Information

Mark Biren 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Mark Biren’s Registration & Firm History

CO

07/30/2021 - Present

Eagle Strategies LLC (GOLDEN CO)

NY

09/13/1985 - 08/05/2019

NYLIFE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/08/1985

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 09/11/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark C Biren.
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