MK
Mark P. Kissinger
EAGLE STRATEGIES LLC
FRISCO, TX 75034
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CRD#: 4546631
MK
Professional summary
Mark Perry Kissinger, who also goes by Mark Perry Kissinger, Mark Kissinger, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Frisco, Texas and NYLIFE SECURITIES LLC located in Frisco, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Mark has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Perry Kissinger | Mark Kissinger
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products AND THROUGH GA BROKERS ALLIANCE; 9475 CR 175, Celina, TX 75009; commissions; 2 hours per month; investment related] [Property and Casualty Sales; Have P&C license and wish to keep P&C license. Do not plan on selling P&C while with NYL, but I may in the future if I deem it economically necessary.; 9475 CR 175, Celina, TX 75009; Start Date 11/2018; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KISSINGER FINANCIAL SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FRISCO, TX; START DATE: 10/2019][I Piss Excellence: the Bill Elliott Story; Book about Celina Football. I have written a book detailing the Celina Bobcats 2024 Football Season and taking a look at the mind of their head coach, Bill Elliott; 9475 CR 175, Celina, TX 75009; Start Date 08/2025; Role/Title: Author; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Mark Perry Kissinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 15, 2023 - Present
EAGLE STRATEGIES LLC
Office #1: 2600 Network Blvd Ste 130, Frisco, TX 75034RIA
CRD#: 110826
FRISCO, TX
Current
November 27, 2018 - Present
NYLIFE SECURITIES LLC
Office #1: 2600 Network Blvd. Suite 130, Frisco, TX 75034BD
CRD#: 5167
FRISCO, TX
Past
April 23, 2012 - November 2, 2018
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
FRISCO, TX
Past
August 24, 2007 - November 16, 2011
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
MCKINNEY, TX
Past
August 24, 2007 - November 16, 2011
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
ADDISON, TX
Past
September 6, 2002 - August 29, 2007
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
MCKINNEY, TX
Past
August 9, 2002 - August 29, 2007
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
MCKINNEY, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(12/2/2024)
RR
Missouri(3/21/2023)
RR
Pennsylvania(6/11/2024)
RR
Texas(12/4/2018)
IAR
Texas(3/15/2023)
RR
Utah(11/26/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Frisco, TX 75034TRUST BUT VERIFY
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