Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Anthony McDonald is a financial advisor with Janney Montgomery Scott LLC in Albany, NY. Thomas has been in the financial services industry for over 35 years. Thomas holds Series 7 and Series 63 licenses as well as the SIE exam. Prior to joining Janney Montgomery Scott LLC, Thomas worked at UBS PaineWebber Inc., First Albany Corporation, PaineWebber Incorporated, Prudential-Bache Securities Inc. and Drexel Burnham Lambert Incorporated. Thomas has experience working with clients of all types including individuals, high net worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, insurance companies and state or municipal government entities. Thomas also has experience providing financial planning, pension consulting, portfolio management, and selection of other advisors.
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.
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.
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.
Fee plus commission
1
2
NY
09/13/2017 - Present
Janney Montgomery Scott LLC (ALBANY NY)
NJ
01/14/2000 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/08/1991 - 02/11/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NJ
05/02/1988 - 06/05/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/03/1987 - 05/20/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
06/23/1986 - 05/01/1987
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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