Unclaimed
Thomas B. Current is an investment advisor representative with Raymond James Financial Services Advisors, Inc., and has been in the financial services industry since February 1997. He is licensed in 20 states and has earned his Series 63, Series 51, Series 24, Series 7 and SIE licenses. Thomas has a strong focus on providing financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, businesses, high-net-worth individuals, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (FRANKFORT KY)
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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