Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Genera is a registered investment advisor representative with Eagle Strategies LLC. Thomas has been in the industry since 1992 and has a combined total of three state registrations. Thomas is currently registered in Connecticut, Florida and New York. Thomas is a registered investment advisor in Connecticut. Thomas is also a registered representative in Connecticut, Florida and New York. Thomas has obtained the following licenses: Series 7, Series 63, Series 65 and SIE. Thomas also works with insurance carriers to broker non-registered insurance products. Thomas has previously worked with New York Life Insurance and NYLIFE Securities Inc. Thomas specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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
CT
08/21/2000 - Present
Eagle Strategies LLC (GUILFORD CT)
IA
Issued 5/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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