Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Matug is an investment advisor representative with Morgan Stanley based in Orland Park, Illinois. Thomas has been in the industry since 2013. He is registered with FINRA and holds Series 66, SIE and Series 7 licenses. He has previously worked at FIFTH THIRD SECURITIES, INC. and HORNOR, TOWNSEND & KENT, INC. Thomas is a registered investment advisor in 35 states and 2 other jurisdictions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
05/08/2024 - Present
Morgan Stanley (Orland Park IL)
IL
12/09/2013 - 05/08/2024
FIFTH THIRD SECURITIES, INC. (ORLAND PARK IL)
IL
10/30/2013 - 11/27/2013
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
BOTH
Issued 12/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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