Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Musallam is a financial advisor with Eagle Strategies LLC. Mark has been in the financial services industry since 2005. He specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Prior to joining Eagle Strategies LLC, Mark was employed with CUSO FINANCIAL SERVICES, L.P., FRANKLIN/TEMPLETON DISTRIBUTORS, INC., and NYLIFE SECURITIES LLC. Mark is registered with the state of California as a broker-dealer and investment advisor representative.
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
04/20/2016 - Present
Eagle Strategies LLC (STOCKTON CA)
CA
09/01/2015 - 10/27/2015
CUSO FINANCIAL SERVICES, L.P. (Woodland CA)
CA
04/18/2013 - 07/06/2015
CUSO FINANCIAL SERVICES, L.P. (SACRAMENTO CA)
CA
05/16/2011 - 04/08/2013
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
CA
04/22/2005 - 05/19/2011
NYLIFE SECURITIES LLC (SACRAMENTO CA)
BOTH
Issued 12/5/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/11/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/1/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 4/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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