Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Debacker is a financial advisor who has been in the industry since December 2018. Currently, Thomas is registered with Fidelity Personal And Workplace Advisors, where Thomas has been employed since October 2020. Thomas is registered to offer securities in 53 states and is also registered with the state of Texas as an Investment Advisor Representative (IAR). Previously, Thomas was employed by Charles Schwab & Co., Inc. Thomas earned the Series 7, SIE, and Series 66 licenses, which allows Thomas to provide financial advice to clients, manage their investments, and provide financial planning services. Thomas offers advisory services to individuals, businesses, and pension and profit-sharing plans. Thomas specializes in portfolio management for both individuals and businesses, and also provides financial planning and educational seminars.
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.
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.
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.
1
2
TX
01/08/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
07/23/2018 - 07/14/2020
CHARLES SCHWAB & CO., INC. (Austin TX)
BOTH
Issued 11/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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