Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Olson is a financial professional with over 30 years of experience in the industry. Mark is a Certified Financial Planner and has been registered with Eagle Strategies LLC since 2012. Previously, Mark was registered with Allstate Financial Services, LLC and Metlife Securities Inc.. Mark is also an insurance broker and has been involved in a variety of other business activities related to financial services. Mark holds Series 6, 7, and 63 licenses and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Mark is also active in the community and has served on various non-profit boards.
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
NJ
05/20/2014 - Present
Eagle Strategies LLC (SOMERVILLE NJ)
NJ
03/19/2004 - 11/29/2012
ALLSTATE FINANCIAL SERVICES, LLC (MADISON NJ)
MA
02/26/1990 - 02/27/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/26/1990 - 02/27/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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