Unclaimed
Thomas V. Deegan is a financial advisor with Eagle Strategies LLC based in Edison, NJ. Thomas has been in the industry since 1996, and holds the following licenses: Series 7, Series 63, Series 66, and SIE. Thomas has previously worked for J.P. Morgan Securities LLC, Wedbush Securities Inc., National Financial Services Corporation, and South Richmond Securities, Inc. Thomas specializes in providing financial planning, portfolio management for individuals, educational seminars, publication of periodicals, selection of other advisors, and pension consulting. In addition to working with individuals, Thomas also works with corporations, high net worth individuals, charitable organizations, and insurance companies.
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 4/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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