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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Brussard is a financial advisor with World Investment Advisors, LLC in Middleton, MA. Thomas has over 8 years of experience in the financial services industry. He specializes in financial planning, portfolio management, and pension consulting. Thomas is a Certified Financial Planner and a Chartered Financial Analyst. He also holds Series 7TO, 66, and 63 licenses and the SIE designation. Thomas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MA
07/03/2024 - Present
World Investment Advisors, LLC (MIDDLETON MA)
MA
05/08/2020 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Middleton MA)
MA
05/30/2019 - 04/23/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Woburn MA)
BOTH
Issued 05/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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