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Mark Gerard Heinemann

Eagle Strategies LLC

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About Mark Gerard Heinemann

Mark Gerard Heinemann is a financial advisor with over 35 years of experience in the industry. Mark is registered with Eagle Strategies LLC, and has been with the firm since 2021. Mark specializes in providing financial planning, pension consulting, and educational seminars to individuals and businesses. Mark is also a registered representative with NYLife Securities Inc. and has been with them since 1986.

Firm Information

Mark Heinemann is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

520 BROAD HOLLOW RD

MELVILLE, NY 11747

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Heinemann’s Registration & Firm History

NY

08/06/2021 - Present

Eagle Strategies LLC (MELVILLE NY)

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Licenses & Designations

IA

Issued 3/22/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/1/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/27/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 3/25/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Gerard Heinemann. Review regulatory record here.
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