Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Sunny is an active advisor registered in both broker-dealer and investment advisor capacities. Tom's career in the financial services industry spans several years and Tom is currently registered with Eagle Strategies LLC. Tom holds multiple securities licenses including Series 7, 6, and 66. In addition, Tom holds the SIE designation and has passed the Series 63. Tom specializes in financial planning, portfolio management, and insurance brokerage. Tom is a board member of NAIFA Illinois and is also a shareholder of NYLARC Holding Company, Inc.. Tom works with a variety of clients including individuals, high-net-worth individuals, corporations and charitable organizations. Tom is committed to providing clients with comprehensive financial advice and guidance to help them achieve their financial goals.
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
IL
05/18/2022 - Present
Eagle Strategies LLC (Schaumburg IL)
BOTH
Issued 10/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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