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 Yako has been in the industry since July 18, 1999. Thomas is currently registered as a Registered Representative with McDonald Partners LLC. Thomas has been registered with this firm since January 4, 2006. Prior to this, Thomas was registered with McDonald Investments Inc. from July 19, 1999 to January 3, 2006. Thomas has passed the Series 7, 9, 10, 24, 31, 66, and SIE exams. Thomas is registered in the state of Ohio.
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.
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.
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2
OH
01/04/2006 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
07/19/1999 - 01/03/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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