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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Klotz is an Investment Advisor Representative with over 40 years of experience in the financial services industry. Thomas holds the Series 6, 7, 22, 63, and 65 licenses, as well as the SIE exam certification. He has been an active advisor representative in Louisiana since 1984 and is currently affiliated with Eagle Strategies LLC. Thomas has a broad range of experience and specializes in working with individual clients, high-net-worth individuals, charitable organizations, and corporations. His expertise includes financial planning, portfolio management, and pension consulting. In addition to his work with Eagle Strategies, Thomas is involved in a number of community activities. He is a certified financial consultant and serves as treasurer for the Woodlands Conservancy.
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.
1
2
LA
05/09/2017 - Present
Eagle Strategies LLC (KENNER LA)
BC
Issued 12/3/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 1/24/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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