Unclaimed
Thomas Dwayne Fry is a financial advisor currently registered with Eagle Strategies LLC. Thomas has been in the financial industry since 2000 and is currently licensed in Arkansas, Indiana, Kansas, Missouri, Oklahoma, South Carolina, South Dakota, Tennessee, Texas, and Virginia. Thomas is a Series 6, Series 63, Series 65, and SIE licensed professional. Thomas specializes in portfolio management for individuals, financial planning, pension consulting, and educational seminars. Thomas's firm Eagle Strategies LLC is a registered investment adviser based in New York, NY. The firm offers portfolio management for individuals, financial planning, pension consulting, educational seminars, and publication of periodicals. Eagle Strategies LLC has approximately $20 billion in regulatory assets under management.
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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2
OK
01/18/2023 - Present
Eagle Strategies LLC (NEWALLA OK)
IA
Issued 05/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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