Unclaimed
Thomas Casey is a financial services professional with over 9 years of experience in the industry. Thomas is currently registered with Eagle Strategies LLC and has been working for them since February 2021. Thomas has a strong track record of success in providing financial planning, investment management, and insurance solutions to individuals, families, and 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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CA
03/23/2024 - Present
Eagle Strategies LLC (SANTA ROSA CA)
BOTH
Issued 2/9/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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