Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Emeel Betros is a financial advisor with over 6 years of experience in the industry. Thomas has a diverse background, having worked with several firms, including TD Ameritrade, Commonwealth Financial Network, and Blueprint Financial Group. Currently, Thomas is affiliated with Fidelity Institutional Wealth Adviser LLC. Thomas is a Series 7, 63, and 65 licensed advisor. Thomas specializes in providing financial advice and portfolio management services to individuals, businesses, and high-net-worth 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.
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.
Overlay portfolio management; non-discretionary investment 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.
A percentage of the total value of assets under management is charged.
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2
MA
05/03/2024 - Present
Fidelity Institutional Wealth Adviser LLC (BOSTON MA)
MA
01/26/2022 - 05/10/2022
CHARLES SCHWAB & CO., INC. (Framingham MA)
MA
03/21/2019 - 05/10/2022
TD AMERITRADE, INC. (Framingham MA)
MA
05/07/2018 - 03/21/2019
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NJ
01/13/2017 - 04/16/2018
TD AMERITRADE, INC. (PARAMUS NJ)
BC
Issued 01/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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