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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Medairy is an Investment Advisor Representative at Eagle Strategies LLC, based in Timonium, MD. Mark has been in the financial services industry since 1984. Mark Medairy holds both a Series 65 license for investment advisors and a Series 63 for securities agents in Maryland. Additionally, Mark Medairy has the following licenses: Series 22, Series 6 and SIE. Mark also has active registrations in several states including California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, and Virginia. Mark Medairy provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Mark Medairy also serves as an insurance broker with the DBA Camden Planning Group, LLC.
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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MD
02/06/1998 - Present
Eagle Strategies LLC (TIMONIUM MD)
IA
Issued 1/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 1/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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