Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Pratt is a financial advisor with over 35 years of experience in the industry. Mark is registered with Eagle Strategies LLC and holds licenses in both California and Texas. Mark is also a licensed insurance agent. Mark has a strong background in investment management, working previously for both Wells Fargo and First Interstate Investments. He is committed to providing personalized financial advice to individuals, families, and businesses. Mark's areas of expertise include financial planning, investment management, and insurance planning. He is a member of the Asian Cultural Center Sacramento Valley Board.
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
CA
03/05/2020 - Present
Eagle Strategies LLC (DAVIS CA)
CA
07/17/1996 - 11/08/2001
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
CA
06/21/1996 - 07/02/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
11/29/1994 - 07/02/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
03/29/1995 - 11/15/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
08/09/1989 - 11/07/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
NA
01/12/1988 - 10/31/1988
MUTUAL SERVICE CORPORATION
NA
04/24/1985 - 01/07/1988
CALVERT SECURITIES CORPORATION
BOTH
Issued 06/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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