Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Walker is a registered representative with Fidelity Personal and Workplace Advisors. Thomas has been in the securities industry since 2023 and has a Series 66 license. Thomas Walker is also an employee of Frontier Security Strategies and is licensed to sell securities in Massachusetts. Thomas specializes in helping individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans with financial planning, educational seminars, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
01/02/2025 - Present
Fidelity Personal AND Workplace Advisors (CHESTNUT HILL MA)
Active
Inactive
Not sure Thomas Walker is the right advisor for you? Invested Better is here to help.
