Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Everett Crutchfield is a financial advisor with Commonwealth Financial Network. Thomas has been in the financial services industry since 1994 and has a diverse background with experience at a number of firms including NYLIFE Distributors LLC, Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., Diversified Investors Securities Corp., Scudder Distributors, Inc., Investors Capital Corp., Putnam Retail Management, Inc., American Capital Marketing, Inc., Advantage Capital Corporation and First Investors Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
04/02/2012 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
01/26/2011 - 07/13/2011
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
MA
01/01/2008 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
07/26/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
NY
01/05/2007 - 01/22/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
IL
02/24/2004 - 10/25/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
MA
03/24/2003 - 02/05/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
12/21/1994 - 04/03/2001
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
NA
05/19/1988 - 09/13/1994
AMERICAN CAPITAL MARKETING, INC.
GA
05/19/1988 - 12/31/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
06/03/1987 - 06/02/1988
FIRST INVESTORS CORPORATION
BC
Issued 06/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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