Thomas StaeblerCRD Number: 1073839
Current Firm: Eagle Strategies LLC
Thomas Staebler (CRD# 1073839) is an Investment Advisor Representative working at Eagle Strategies LLC in Westerville, OH and has over 11 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Nylife Securities Inc.||Dublin, OH||Aug 1982 - Current||35|
|Ny Life Insurance Co||Columbus, OH||Sep 1977 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Total Assets Under Management6,621MILLIONS
Total Number of Accounts35,268ACCOUNTS
Average Account Value$187,722
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY