Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Perry Kissinger is an investment advisor representative who has been in the industry since 2003. Mark is registered with Eagle Strategies LLC and is licensed in Missouri, Pennsylvania and Texas. Mark also has previous experience with Allstate Financial Services, LLC, UBS Financial Services Inc., and A. G. Edwards & Sons, Inc. Mark is a Series 7 and 66 licensed professional. Mark is an experienced advisor who has been in the industry for over 20 years. Mark specializes in providing financial planning, pension consulting, and educational seminars. Mark also provides portfolio management for individuals and publishes periodicals. Mark works with individuals, high-net-worth individuals, corporations, charitable organizations and investment companies.
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
03/15/2023 - Present
Eagle Strategies LLC (FRISCO TX)
TX
04/23/2012 - 11/02/2018
ALLSTATE FINANCIAL SERVICES, LLC (FRISCO TX)
TX
08/24/2007 - 11/16/2011
UBS FINANCIAL SERVICES INC. (ADDISON TX)
TX
08/09/2002 - 08/29/2007
A. G. EDWARDS & SONS, INC. (MCKINNEY TX)
BOTH
Issued 03/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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