Unclaimed
Thomas John Krawczyk is an active Investment Advisor Representative and Broker-Dealer Representative with a strong track record of success in the financial industry. Thomas currently holds several licenses, including Series 63, Series 65, and Series 7, demonstrating his commitment to meeting the diverse needs of his clients. Thomas is also a Registered Representative for Eagle Strategies LLC, a leading financial firm with a strong reputation for providing personalized financial planning and investment management services. Thomas has a passion for helping clients achieve their financial goals, and his commitment to client service is evident in his extensive experience and dedication.
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
WA
08/20/2024 - Present
Eagle Strategies LLC (WENATCHEE WA)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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