Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Searles is a financial advisor with over 35 years of experience in the financial services industry. Thomas is a Certified Financial Planner™ professional and is currently registered with Grove Point Advisors, LLC. Thomas has extensive experience working with a variety of clients including individuals, businesses, and charitable organizations. Thomas has helped clients achieve their financial goals through a variety of financial planning services including retirement planning, college savings, and estate planning. In addition to his work with Grove Point Advisors, LLC, Thomas is also active in the community. Thomas is a member of the Gaithersburg Chamber of Commerce and is involved in a number of charitable organizations.
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.
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
MD
05/11/2022 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MD
10/18/2011 - 07/24/2020
SECURITIES SERVICE NETWORK, LLC (GAITHERSBURG MD)
MD
04/08/1999 - 10/25/2011
NATIONAL PLANNING CORPORATION (GAITHERSBURG MD)
MO
02/18/1994 - 04/12/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
04/05/1991 - 02/18/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CO
05/23/1990 - 04/08/1991
PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)
CA
03/25/1986 - 06/01/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
08/20/1985 - 04/14/1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
04/13/1983 - 03/20/1984
PRUCO SECURITIES CORPORATION
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/15/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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