Unclaimed
Mark Nicholas Howard is a registered Investment Advisor Representative and Broker-Dealer, currently working at Eagle Strategies LLC. Mark is also a registered representative in 13 states and has been in the industry since 2013. Mark provides financial planning, portfolio management for individuals, and educational seminars.
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.
1
2
TX
01/26/2022 - Present
Eagle Strategies LLC (Dallas TX)
IA
Issued 1/7/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Howard is the right advisor for you? Invested Better is here to help.