Unclaimed
Mark Mulflur is a financial advisor at Eagle Strategies LLC. Mark has been in the financial services industry since 1990 and has a broad range of experience working with individuals, families, and businesses. Mark is a registered representative with FINRA and is also registered with the Securities and Exchange Commission. Mark is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Mark offers financial planning services, portfolio management for individuals, and educational seminars. Mark has a proven track record of success in helping clients build and protect their wealth.
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.
1
2
MA
01/27/2023 - Present
Eagle Strategies LLC (ROCKLAND MA)
RI
07/05/1991 - 02/14/2000
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
RI
04/12/1990 - 07/01/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 9/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 4/2/2022
SIE - Securities Industry Essentials Examination
BC
Issued 4/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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