Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Reagan is an investment advisor representative who has been working in the financial industry since 1990. Thomas currently works for Kestra Advisory Services, LLC and is registered with the state of New York. Thomas has experience working for a variety of firms, including LPL Financial LLC, WM Financial Services, Inc., and Citicorp Investment Services. Thomas is experienced in providing investment advice to individuals, corporations, and businesses. Thomas is also registered to offer financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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NY
06/07/2021 - Present
Kestra Advisory Services, LLC (MERRICK NY)
NY
02/24/2005 - 11/11/2015
LPL FINANCIAL LLC (GARDEN CITY NY)
CA
06/04/2003 - 02/24/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
06/07/2000 - 05/22/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
12/15/1997 - 06/09/2000
GAINES, BERLAND INC. (BETHPAGE NY)
NY
01/13/1997 - 12/18/1997
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
NY
02/13/1996 - 03/04/1997
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NJ
02/03/1994 - 02/21/1996
T.R. WINSTON & COMPANY, INC. (BEDMINSTER NJ)
NY
03/20/1993 - 02/04/1994
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
NJ
10/08/1991 - 04/12/1993
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
GA
07/27/1990 - 08/23/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 08/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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