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Thomas Jack Peterson

Eagle Strategies LLC

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About Thomas Jack Peterson

Thomas Peterson is a financial advisor with over 20 years of experience in the financial services industry. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant. Thomas is currently registered with Eagle Strategies LLC, a firm with a long history of helping clients achieve their financial goals. Thomas provides a wide range of financial services to individuals, families, and businesses. He is committed to providing personalized financial advice and guidance to help his clients reach their financial goals.

Firm Information

Thomas Peterson is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Peterson’s Registration & Firm History

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)

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Licenses & Designations

BC

Issued 12/8/2008

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/1/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/9/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Jack Peterson.
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