Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Peterson is a financial advisor with Eagle Strategies LLC in OAK PARK, IL. Thomas has been working in the financial industry since 2001. Before joining Eagle Strategies LLC, Thomas worked for AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, MML INVESTORS SERVICES, INC., and NYLIFE SECURITIES INC. Thomas holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. Thomas is also a Certified Financial Planner and a Chartered Financial Consultant. Thomas has 14 years of experience as a Registered Representative and has worked in 14 different states. Thomas has experience providing financial planning, portfolio management for businesses, and portfolio management for individuals. Thomas is also a licensed insurance broker, appointed with outside carriers for the purpose of brokering non-registered insurance products.
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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IL
02/04/2009 - Present
Eagle Strategies LLC (OAK PARK IL)
MN
08/27/2002 - 10/14/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/27/2002 - 10/14/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
03/22/2000 - 09/21/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/22/2000 - 09/21/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
07/28/1999 - 04/03/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
02/18/1999 - 10/19/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/18/1999 - 08/25/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
12/12/1994 - 03/05/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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