Unclaimed
Thomas Donovan is a financial professional with over 29 years of experience in the financial services industry. Thomas is currently registered with PFS Investments Inc. and holds the Series 6, Series 26 and Series 63 licenses. Thomas has experience in providing financial advice to individual clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/14/1994 - Present
PFS Investments Inc. (CLINTON MD)
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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