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Mark Tore Forsstrom

Eagle Strategies LLC

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About Mark Tore Forsstrom

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.

Firm Information

Mark Forsstrom 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

2431 WEST HORIZON RIDGE PKWY

HENDERSON, NV 89052

$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 Forsstrom’s Registration & Firm History

NV

10/22/2007 - Present

Eagle Strategies LLC (HENDERSON NV)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Tore Forsstrom. Review regulatory record here.
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