Thomas Mueger
Associate Private Wealth Advisor at Strategic Planning Associates
Based in Port Jefferson Station, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Port Jefferson Station
Industry
Business Consulting and Services
Company size
21
Contact information
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t•••••••@strategicplanningassociates.nm.com
Phone
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Background
About Thomas Mueger
Wealth management leader specializing in trading and integration of investment management solutions, with emphasis on managing risk and global portfolio compliance. Highly skilled and professionally licensed (Series 7, 24, 57, 66, CFP®, ChFC®) in the efficient operation of advisory practices and workflow of back and middle office administration, consolidated reporting, and the ability to service clients using various custodians. At Strategic Planning Associates, we deliver comprehensive planning, investment, and insurance services to help our clients plan for the life they want to live and realize a confident and secure financial future.
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Thomas Mueger
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