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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Anthony Debs has been in the financial industry since 2007. Thomas Debs is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida. His office is located in Jacksonville, Florida. Thomas Debs is also a registered Investment Advisor in Florida and Texas. He has previously worked for VALIC Financial Advisors, Inc., Sunset Financial Services, Inc. and TD Waterhouse Investor Services, Inc. He has experience in a variety of areas, including financial planning, portfolio management, and pension consulting. Thomas Debs specializes in working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
11/15/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
04/28/2014 - 05/19/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
TX
04/20/2004 - 08/02/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MO
08/08/2003 - 01/06/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NE
09/23/1996 - 08/20/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/18/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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