Unclaimed
Thomas Corcoran is an investment advisor representative with Edward Jones. Thomas has been in the industry since 1986 and has been registered with Edward Jones since January 2025. Previously, Thomas was registered with Securities America, Inc., Eagle One Investments, LLC, Woodbury Financial Services, Inc., Investment Planners, Inc., Fortis Investors, Inc., North American Management, Inc., and Country Capital Management Company. Thomas has a Series 6, Series 7, Series 63, and Series 65. Thomas is licensed to provide investment advice in Florida and Illinois.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
01/31/2025 - Present
Edward Jones (PONTIAC IL)
IL
12/03/2012 - 06/14/2024
SECURITIES AMERICA, INC. (PONTIAC IL)
IL
11/04/2010 - 12/05/2012
EAGLE ONE INVESTMENTS, LLC (PONTIAC IL)
IL
01/14/1997 - 11/05/2010
WOODBURY FINANCIAL SERVICES, INC. (PONTIAC IL)
IL
05/18/1995 - 12/12/1996
INVESTMENT PLANNERS, INC. (DECATUR IL)
MN
06/08/1993 - 05/23/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
SD
07/29/1992 - 06/01/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
IL
09/24/1986 - 06/05/1992
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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