Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Pell is a financial advisor with over 6 years of experience in the industry. Thomas is currently registered with Cresset Asset Management, LLC in Minnesota. Thomas has previously been registered with AVANTAX INVESTMENT SERVICES, INC., RBC CAPITAL MARKETS, LLC, and MORGAN STANLEY. Thomas is a Series 66, Series 7 and Series 7TO licensed advisor. Thomas has a diverse background in financial services, having previously worked at Restoration Hardware, Cambria USA, Morgan Stanley & Co. LLC and RBC Capital Markets, LLC. Thomas is committed to providing his clients with personalized financial advice and investment management services.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
06/01/2022 - Present
Cresset Asset Management, LLC (CHICAGO IL)
MN
10/06/2021 - 11/02/2021
AVANTAX INVESTMENT SERVICES, INC. (Plymouth MN)
MN
08/03/2018 - 09/24/2021
RBC CAPITAL MARKETS, LLC (MINNETONKA MN)
MN
04/04/2017 - 04/03/2018
MORGAN STANLEY (WAYZATA MN)
BOTH
Issued 04/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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