Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Deegan is a registered investment advisor representative with over 25 years of experience in the financial services industry. Thomas currently works at Eagle Strategies LLC, and has held previous positions at J.P. Morgan Securities LLC, Wedbush Securities Inc., National Financial Services Corporation, and South Richmond Securities, Inc. Thomas holds a Series 63 and 66 license and has also passed the SIE and Series 7 exams. Thomas specializes in providing financial planning, portfolio management for individuals, and pension consulting. He also offers educational seminars and publication of periodicals. Thomas works with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other 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.
1
2
NJ
08/03/2021 - Present
Eagle Strategies LLC (EDISON NJ)
NY
03/28/2016 - 11/14/2019
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
02/16/1999 - 07/24/2014
WEDBUSH SECURITIES INC. (NEW YORK NY)
MA
12/10/1993 - 02/09/1998
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NA
01/27/1992 - 07/09/1992
SOUTH RICHMOND SECURITIES, INC.
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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