Unclaimed
Thomas Herlong is a financial professional with over 30 years of experience in the industry. He is currently registered with Eagle Strategies LLC as a Registered Representative. Thomas holds the Series 6, Series 63, and Series 65 securities licenses, as well as the SIE exam. He has also earned the Chartered Financial Consultant designation. Thomas has a strong background in financial planning, portfolio management, and insurance. He works with a wide range of clients, including individuals, families, 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.
1
2
SC
02/11/2011 - Present
Eagle Strategies LLC (JOHNSTON SC)
IA
Issued 10/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Herlong is the right advisor for you? Invested Better is here to help.