Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McLean is a financial advisor with Edward Jones. Thomas has over 13 years of experience in the financial industry and is registered to offer investment advice in North Carolina, Texas and 22 other states. Thomas McLean holds the Series 7 and Series 66 licenses, and has passed the Securities Industry Essentials Examination (SIE). Thomas McLean focuses on providing financial advice to individuals, high net worth individuals, corporations, partnerships, investment clubs, charitable organizations and pension and profit-sharing 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.
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.
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.
See schedule d - miscellaneous
1
2
NC
04/19/2021 - Present
Edward Jones (WAXHAW NC)
NC
06/12/2017 - 04/06/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
TX
06/18/2014 - 03/22/2017
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
12/17/2010 - 04/10/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TN
01/21/2010 - 11/16/2010
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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