Unclaimed
Thomas McIntyre is a financial professional with over 20 years of experience in the industry. Thomas is currently registered with Performance Trust Capital Partners, LLC and is a Series 7, Series 55, Series 63 and SIE licensed advisor. Thomas has prior experience at B. Riley FBR, Inc. and J.P. Morgan Securities LLC. Thomas is registered in Connecticut, Illinois, New Jersey, New York and Pennsylvania.
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.
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.
1
2
NY
07/21/2020 - Present
Performance Trust Capital Partners, LLC (New York NY)
NY
07/30/2019 - 07/08/2020
B. RILEY FBR, INC. (NEW YORK NY)
NY
10/01/2008 - 06/04/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
04/05/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 03/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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