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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 Cassidy Sheridan is a financial advisor with Fintrust Capital Advisors, LLC, based in Athens, GA. Thomas Sheridan has over 9 years of experience in the financial services industry. Thomas Sheridan's experience includes working for Fidelity Brokerage Services LLC, Sterne Agee Financial Services, Inc. and Silver Oak Securities, Incorporated. Thomas Sheridan holds Series 7, Series 24, Series 63 and Series 65 licenses. Thomas Sheridan's specializations include portfolio management for individuals, businesses, and investment companies, as well as financial planning and pension consulting. Thomas Sheridan also provides educational seminars and publishes periodicals.
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.
Strategic management for diversified investment portfolios.
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.
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2
GA
03/17/2015 - Present
Fintrust Capital Advisors, LLC (ATHENS GA)
GA
08/06/2015 - 01/29/2018
SILVER OAK SECURITIES, INCORPORATED (ATHENS GA)
AL
09/24/2013 - 01/16/2015
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
TX
04/12/2013 - 08/26/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 06/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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