Unclaimed
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 with Eagle Strategies LLC. Jonathan has been in the financial services industry since 2004, with experience at various firms, including NYLIFE Securities LLC, Deutsche Bank, Rocket Mortgage/Quicken Loans, and Lakeview Loan Servicing LLC. Jonathan holds multiple licenses and certifications, including the Series 6, 7, 63, and 65 licenses as well as the SIE Exam. Jonathan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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 02/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2023
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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