Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Wayne Thomas is an Investment Advisor Representative with Eagle Strategies LLC based in Metairie, Louisiana. Timothy has been in the industry since 1998 and previously worked at UBS PaineWebber Inc. and Royal Alliance Associates, Inc.. Timothy provides financial planning, portfolio management and other services for high net worth individuals, insurance companies, corporations, and charitable organizations. Timothy Wayne Thomas has earned the Series 63, Series 65 and Series 7 licenses. Timothy has registered in 19 states as an Investment Advisor Representative and holds a current approved registration in both Louisiana and Texas.
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
LA
07/10/2012 - Present
Eagle Strategies LLC (METAIRIE LA)
NJ
12/24/1998 - 02/26/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
AZ
12/24/1998 - 01/07/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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