Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Manning is a financial advisor based in San Francisco, CA. Thomas is registered to provide investment advice in California and Rhode Island. Thomas has worked in the financial industry since 2013 and has experience at several firms, including NYLIFE DISTRIBUTORS LLC, NATIONAL SECURITIES CORPORATION, GLOBAL ARENA CAPITAL CORP, and HFP CAPITAL MARKETS LLC. Thomas is currently employed at Eagle Strategies LLC. The firm, based in New York, NY, provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Thomas is licensed to provide investment advice to high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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
CA
03/04/2024 - Present
Eagle Strategies LLC (SAN FRANCISCO CA)
NY
03/18/2016 - 04/25/2024
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NY
10/27/2014 - 04/18/2016
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
10/29/2013 - 10/21/2014
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
01/09/2013 - 10/21/2013
HFP CAPITAL MARKETS LLC (NEW YORK NY)
IA
Issued 3/1/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/8/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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