Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mathas is a registered investment advisor representative with Eagle Strategies LLC. Thomas has been in the industry since 2001. Thomas holds Series 6, Series 63 and Series 65 securities licenses as well as the SIE. Thomas is also registered with the following states: Arkansas, California, Colorado, Connecticut, Florida, Maryland, New York, North Carolina, Ohio, Oregon, South Carolina, Texas, Utah, Virginia and Washington. Thomas is a member of the investment committee for Eagle Strategies LLC and is the owner of Mathas Financial Group LLC. Thomas specializes in providing financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations and other businesses.
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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VA
12/21/2011 - Present
Eagle Strategies LLC (NORFOLK VA)
IA
Issued 12/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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