Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Charles Weller is an Investment Advisor Representative with Eagle Strategies LLC, registered with the state of Pennsylvania since June 2012. Mark has been in the financial services industry since December 2009. Mark's career started with New York Life Insurance Co., where he joined their financial services branch in 2009. In 2012, Mark joined Eagle Strategies LLC. Mark also has experience with New York Life Securities LLC and Karalius & Associates Insurance and Financial Services, LLC. Mark is a Certified Financial Planner and holds Series 6, 7, 63 and 66 licenses. Mark is registered in 28 states, including Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, and Washington.
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
PA
12/04/2019 - Present
Eagle Strategies LLC (ROYERSFORD PA)
BOTH
Issued 06/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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