Unclaimed
Thomas Cabral is a financial professional with over 16 years of experience in the financial services industry. Thomas is currently registered with State Farm Investment Management Corp. and holds licenses to sell securities in Maryland. Thomas also has experience with Citigroup Global Markets Inc., LPL Financial LLC, and M&T Securities, Inc. Thomas is a Chartered Financial Consultant, and has passed the Series 6, 7, and SIE exams. Thomas specializes in providing portfolio management services to individuals and investment companies. Thomas is committed to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MD
09/03/2024 - Present
State Farm Investment Management Corp. (Bel Air MD)
DC
03/16/2022 - 04/18/2024
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
SC
06/09/2021 - 04/01/2022
LPL FINANCIAL LLC (FORT MILL SC)
MD
08/22/2017 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
MD
10/20/2016 - 08/30/2017
HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)
MD
06/22/2007 - 10/04/2016
MSI FINANCIAL SERVICES, INC. (Baltimore MD)
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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