Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Alfred Walsh is a financial advisor who has been in the industry for over 30 years. Thomas is a Registered Representative with Synovus Securities, Inc. and has offices in Bradenton and Port Charlotte, Florida. Thomas provides financial planning services, portfolio management for individuals and businesses, as well as tax related and administrative services to clients. Thomas is a Certified Financial Planner.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
09/04/2019 - Present
Synovus Securities, Inc. (BRADENTON FL)
FL
04/04/2018 - 08/07/2019
SUNTRUST INVESTMENT SERVICES, INC. (BRADENTON FL)
FL
08/28/2013 - 07/21/2017
AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)
FL
07/07/2009 - 08/27/2013
FIRST ALLIED SECURITIES, INC. (SARASOTA FL)
FL
06/01/2006 - 07/17/2009
M&I FINANCIAL ADVISORS, INC (BRADENTON FL)
FL
05/03/2001 - 06/01/2006
GOLD CAPITAL MANAGEMENT INC. (SARASOTA FL)
TN
04/12/2001 - 05/30/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
05/14/1998 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AL
10/23/1996 - 03/04/1998
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
04/01/1996 - 11/18/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
07/13/1995 - 04/02/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/13/1995 - 04/02/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
03/30/1994 - 01/24/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
CA
12/06/1991 - 03/28/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
09/19/1989 - 12/31/1989
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
CT
12/07/1988 - 07/10/1989
ADVEST, INC. (HARTFORD CT)
NA
10/22/1986 - 07/27/1988
HALPERT AND COMPANY, INC.
BC
Issued 06/27/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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