Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McKeon is a financial advisor at Commonwealth Financial Network. He has been in the industry since 2000. Thomas is registered with the state of Massachusetts and holds the Series 7, Series 63, Series 66, and Series 24 licenses. He is also a Chartered Financial Consultant. Thomas provides a variety of financial services, including financial planning, investment management, and retirement planning. He works with individuals, families, businesses, and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
03/07/2018 - Present
Commonwealth Financial Network (PITTSFIELD MA)
MA
07/09/2012 - 01/03/2018
INFINEX INVESTMENTS, INC. (LEE MA)
MA
06/17/2011 - 07/09/2012
CCO INVESTMENT SERVICES CORP. (SPRINGFIELD MA)
MA
07/21/2006 - 06/10/2011
INFINEX INVESTMENTS, INC. (PITTSFIELD MA)
MA
01/23/2004 - 07/24/2006
CCO INVESTMENT SERVICES CORP. (LAWRENCE MA)
MN
03/08/2000 - 01/21/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/08/2000 - 01/21/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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