Unclaimed
Mark C Biren is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with Eagle Strategies LLC, a firm that provides financial planning and investment management services to a variety of clients. Mark has a strong background in insurance and financial planning, and he is passionate about helping clients achieve their financial goals. Mark also has extensive experience in the area of direct participation programs and investment company products. Mark is a committed professional with a proven track record of success. He is a valuable resource for clients seeking guidance on a range of financial matters.
GOLDEN, CO
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
CO
07/30/2021 - Present
Eagle Strategies LLC (GOLDEN CO)
NY
09/13/1985 - 08/05/2019
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/1/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/5/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/8/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 9/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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