Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Daniel Pound is a financial advisor registered with Avantax Advisory Services. Pound has been in the financial services industry since March 9, 2014. Pound is registered in Florida and several other states including Ohio, Rhode Island, Vermont and the District of Columbia. Pound offers financial planning services, portfolio management services for individuals and businesses, and other services. Pound is also a licensed teacher and has experience in the education sector.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
07/14/2017 - Present
Avantax Advisory Services (Cape Coral FL)
FL
04/29/2014 - 10/01/2014
H.D. VEST INVESTMENT SERVICES (CAPE CORAL FL)
FL
06/10/2011 - 07/25/2013
EDWARD JONES (CAPE CORAL FL)
BOTH
Issued 06/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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