Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Scott is a financial advisor registered with Edward Jones since January 2020. Thomas has been working in the financial industry since December 2001. Thomas is registered with FINRA and the state of Texas. Thomas is also an Investment Advisor Representative in the state of Texas. Thomas has a Series 6, 7, 24, 63 and 66 license, as well as the SIE. Thomas is a Certified Financial Planner (CFP) and specializes in areas like retirement planning, college savings, estate planning and insurance. Thomas has worked previously at MFS Fund Distributors, Inc., ProEquities, Inc., Jackson National Life Distributors LLC, MetLife Securities Inc. and Metropolitan Life Insurance Company. Thomas has experience working with individuals, partnerships, investment clubs and limited liability companies, charitable organizations, pension and profit-sharing plans, and corporations.
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
IL
04/29/2020 - Present
Edward Jones (GERMANTOWN IL)
MA
08/14/2013 - 12/31/2019
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
AL
10/04/2006 - 07/10/2013
PROEQUITIES, INC. (BIRMINGHAM AL)
TN
06/12/2002 - 06/27/2006
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MA
06/04/2001 - 04/24/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/04/2001 - 04/24/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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