Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mulflur is an investment advisor representative currently registered with Eagle Strategies LLC. Mark has been in the industry since 2012 and holds a Series 6, 7, 63, 66 and SIE license. Mark is also registered as an investment advisor representative in Arizona, Kentucky, Massachusetts, New Hampshire, New York, North Carolina and Texas. Mark's previous employers include Fidelity Distributors Corporation and Fidelity Brokerage Services, Inc. Mark is currently working as an Associate at Prowealth LLC, a firm specializing in selling New York Life products and services. Mark is active in the community and volunteers with the Cool Kids Campaign Foundation.
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 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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