Unclaimed
Thomas Davidson is a financial professional with over 27 years of experience in the industry. Thomas has a broad range of experience having worked at firms including Credit Suisse Securities (USA) LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Credit Suisse First Boston Corporation. Thomas currently holds a Series 7, Series 24, Series 63, and Series 79TO. Thomas is registered in New York and is currently employed at PJT Partners LP.
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.
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.
1
2
NY
10/21/2015 - Present
PJT Partners LP (NEW YORK NY)
NY
06/22/2009 - 09/22/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/29/1998 - 06/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/27/1995 - 09/01/1998
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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