Unclaimed
Thomas Everett Price is a financial advisor with Edward Jones. Thomas has been in the industry since 2021 and is registered with the Securities and Exchange Commission (SEC). Thomas has earned their Series 66, Series 7, Series 10, Series 9 and Series 24 licenses and has registered as an Investment Advisor Representative in Missouri and Texas. They have a wide range of experience working with clients of various types including high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals.
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.
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.
See schedule d - miscellaneous
1
2
MO
05/25/2023 - Present
Edward Jones (ST LOUIS MO)
BOTH
Issued 08/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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