Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas M. Post is an investment advisor representative with over 26 years of experience in the financial services industry. Thomas is registered with Eagle Strategies LLC and has been with the firm since 2004. Thomas is also registered as an investment advisor representative in multiple states, including Arizona, California, Colorado, Georgia, Massachusetts, Montana, New Mexico, South Carolina, Washington, and Wyoming. Thomas holds several securities licenses, including Series 6, 7, 63, and 65. Thomas specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Thomas is also a registered broker for various outside insurance carriers via DBA High Point Financial Group, LLC.
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
CO
08/06/2004 - Present
Eagle Strategies LLC (LAKEWOOD CO)
IA
Issued 7/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/4/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2011
Series 7 - General Securities Representative Examination
BC
Issued 2/4/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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