Mark Apolenis (CRD# 6118139) is an Investment Advisor Representative working at Eagle Strategies LLC in Salisbury, MD and has over 10 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 1574326
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W. Rogers & Associates | Annapolis, MD | May 2020 - Current | 3 |
| Avenue Wealth Management Llc D/b/a Avenue Wealth | Annapolis, MD | Dec 2019 - Current | 4 |
| Eagle Stragies LLC | Salisbury, MD | May 2017 - Current | 6 |
| New York Life Insurance Company | Salisbury, MD | Sep 2012 - Current | 11 |
| Nylife Securities LLC | Salisbury, MD | Sep 2012 - Current | 11 |
| Atlantic Financial Group, LLC | Salisbury, MD | Jan 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- MD
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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