Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jack is a financial professional with over 16 years of experience in the financial services industry. Thomas is currently registered with Vanderbilt Advisory Services and is licensed in California, Florida, Massachusetts, New Jersey, New York and North Carolina. Thomas has a broad range of experience, including providing financial planning, portfolio management, and investment advisory services for individuals and businesses. Thomas has a proven track record of success in helping clients achieve their financial goals. Thomas holds the Series 6, Series 7, Series 63, Series 65 and SIE licenses.
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.
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.
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2
NY
01/03/2020 - Present
Vanderbilt Advisory Services (WOODBURY NY)
FL
03/25/2017 - 12/03/2018
MML INVESTORS SERVICES, LLC (Fort Lauderdale FL)
FL
09/30/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Fort Lauderdale FL)
NY
10/05/2009 - 09/28/2010
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
NJ
11/23/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SADDLEBROOK NJ)
NJ
01/01/2007 - 11/28/2007
R. SEELAUS & CO.,INC. (CHATHAM NJ)
IA
Issued 01/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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