Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark John Pratt is a financial advisor registered with Eagle Strategies LLC, based in DAVIS, CA. Mark has been in the financial industry since 1986 and has held multiple registrations with different firms, including London Pacific Securities, Inc., Wells Fargo Securities Inc., and First Interstate Investments, Inc. Mark currently holds Series 63, 66, 7, 26, and SIE licenses and is registered to offer investment advisory services in multiple states. Mark has a long history of providing financial planning and investment advice to both individuals and businesses.
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 6/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/17/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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