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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Tomassi is an investment advisor representative at Eagle Strategies LLC. Jonathan Tomassi is registered with the state of New Jersey and New York. Jonathan Tomassi has been in the industry since 2004 and has experience in securities, investment company products, and variable contracts. Jonathan Tomassi has passed the Series 6, 7TO, 63, and 65 exams. Jonathan Tomassi also holds the SIE designation. Jonathan Tomassi has previously worked for NYLIFE Securities LLC, Deutsche Bank, Rocket Mortgage/Quicken Loans, Lakeview Loan Servicing LLC, Citigroup, and New York Life Insurance Company.
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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NJ
01/02/2024 - Present
Eagle Strategies LLC (WALL NJ)
NY
10/22/2004 - 06/22/2007
NYLIFE SECURITIES LLC (NEW YORK NY)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 2/3/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/6/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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