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Mark Perry Kissinger

Eagle Strategies LLC

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About Mark Perry Kissinger

Mark Kissinger is a financial advisor with over 20 years of experience in the financial services industry. Mark is currently registered with Eagle Strategies LLC, a firm with a strong track record of providing financial planning and investment management services to individuals and businesses. Prior to joining Eagle Strategies LLC, Mark was an advisor with Allstate Financial Services, LLC, UBS Financial Services Inc. and A. G. Edwards & Sons, Inc. Mark specializes in retirement planning, college savings, and estate planning. Mark is dedicated to helping individuals and families achieve their financial goals.

Firm Information

Mark Kissinger is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

2600 NETWORK BLVD

FRISCO, TX 75034

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Kissinger’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 3/13/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/8/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Perry Kissinger. Review regulatory record here.
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