Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Grimes is a financial advisor with over 30 years of experience in the industry. Thomas Grimes is a registered representative with the state of Massachusetts, Texas and the Financial Industry Regulatory Authority (FINRA). Thomas Grimes is also a registered investment advisor in Massachusetts and Texas. Thomas Grimes works at Grimes & Company, Inc. where he is a Certified Financial Planner. The firm, which is a registered investment advisor, has a team of financial advisors that manage over $4 billion in assets. Grimes & Company, Inc. specializes in working with individual clients, families, and business owners.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/27/2017 - Present
Grimes & Company, Inc. (WESTBORO MA)
MA
11/17/2003 - 09/18/2009
SECURITIES SERVICE NETWORK, INC. (WESTBOROUGH MA)
SC
10/13/1993 - 11/18/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 05/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1999
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 10/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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