Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Richard Thomas is an active investment advisor representative with Avantax Advisory Services. Stephen has been in the industry since January 10, 2006 and holds licenses in New York, Georgia, New Jersey, North Carolina, and Pennsylvania. Stephen is also a registered Investment Advisor in New York. Stephen has a strong background in tax preparation and accounting as the Chief Executive Officer of Bridge Tax & Financial Group, Inc., a company specializing in tax preparation and accounting services. Stephen is dedicated to providing comprehensive financial services to individuals, corporations, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/21/2021 - Present
Avantax Advisory Services (BOHEMIA NY)
BOTH
Issued 01/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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