Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ford Tomson is a financial advisor with over 15 years of experience in the industry. Andrew is currently registered as a Registered Representative and Investment Advisor Representative with Macquarie Investment Management Business Trust. Prior to joining Macquarie, Andrew worked at Thornburg Securities Corporation and Delaware Distributors, L.P. Andrew holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Andrew has a strong track record of success in providing financial advice to a variety of clients, including individuals, businesses, and institutions. Andrew specializes in structured product/securitization advice/transition management, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
02/23/2023 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
NM
11/28/2022 - 02/07/2023
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
PA
08/26/2010 - 09/21/2022
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
DE
10/01/2008 - 10/23/2009
J.P. MORGAN SECURITIES INC. (NEWARK DE)
DE
01/17/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
IA
Issued 09/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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