Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Scozzafava is a financial advisor registered with Eagle Strategies LLC. Mark has been in the securities industry since February 10, 2009. Mark's professional experience includes positions with NYLIFE DISTRIBUTORS LLC and NYLIFE SECURITIES LLC. Mark has Series 66, Series 24 and Series 7 licenses and is registered in Connecticut and New York. Mark is a licensed Investment Advisor Representative in Connecticut. Mark is also an owner of Northeast Fish Co., LLC. Mark has experience in financial planning, pension consulting and educational seminars. Mark and Eagle Strategies LLC primarily work with individuals and charitable organizations.
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
NY
03/26/2014 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
06/04/2013 - 07/24/2023
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NY
02/11/2009 - 06/07/2013
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 3/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/5/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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