Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Reed is an Investment Advisor Representative at Chicago Partners Investment Group LLC. Thomas has been in the industry for over 30 years. Thomas is registered to provide investment advice in Florida and Illinois. Previously, Thomas was employed at Brean Capital, LLC, Noble Financial Capital Markets, Brean Murray, Carret & Co., LLC., Maxim Group LLC, Northland Securities, Inc., Roth Capital Partners, LLC, Fulcrum Global Partners LLC and Bear, Stearns & Co. Inc. Thomas has passed the Series 63, Series 65, Series 7 and Series 24 exams.
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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
IL
01/14/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IL
07/11/2012 - 01/24/2013
BREAN CAPITAL, LLC (LAKE FOREST IL)
IL
02/22/2012 - 07/31/2012
NOBLE FINANCIAL CAPITAL MARKETS (LAKE FOREST IL)
IL
02/09/2010 - 10/25/2011
BREAN MURRAY, CARRET & CO., LLC. (CHICAGO IL)
IL
09/21/2009 - 03/03/2010
MAXIM GROUP LLC (LAKE FOREST IL)
IL
11/03/2008 - 09/21/2009
NORTHLAND SECURITIES, INC. (LAKE FOREST IL)
CA
12/02/2004 - 10/15/2008
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
NY
12/02/2002 - 10/12/2004
FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)
NY
06/22/1983 - 11/07/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 03/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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