Unclaimed
Mark Tore Forsstrom is an investment advisor representative at Eagle Strategies LLC. Mark has been in the industry since 1985 and has a wide range of experience in providing financial planning, investment advice, and insurance services. Mark holds the Series 6, Series 22, Series 63, and SIE licenses, as well as the Chartered Financial Consultant designation. Mark is registered with the Financial Industry Regulatory Authority (FINRA) and is also licensed in 11 states. In addition to his work at Eagle Strategies LLC, Mark is also the owner of Neal Waters Mark Forsstrom Insurance & Financial Services, LLC, which brokers non-registered insurance products. Mark is committed to providing his clients with personalized, comprehensive financial advice that helps them achieve their goals.
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
NV
10/22/2007 - Present
Eagle Strategies LLC (HENDERSON NV)
BC
Issued 7/6/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/3/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/4/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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