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Thomas Clifford Klotz

Eagle Strategies LLC

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About Thomas Clifford Klotz

Thomas Klotz is an investment advisor representative with Eagle Strategies LLC. Thomas is licensed in Alabama, Arkansas, Georgia, Louisiana, South Carolina, and Texas. Thomas has been in the financial services industry since 1979. Thomas has a strong background in financial planning, investment management, and insurance products. Thomas is also a Chartered Financial Consultant. Thomas is committed to providing his clients with the highest quality financial advice and services.

Firm Information

Thomas Klotz is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$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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Thomas Klotz’s Registration & Firm History

LA

05/09/2017 - Present

Eagle Strategies LLC (KENNER LA)

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Licenses & Designations

BC

Issued 12/03/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1992

Series 7 - General Securities Representative Examination

BC

Issued 01/24/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Clifford Klotz.
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