Unclaimed
Thomas Fisher is an investment advisor representative registered with Park Avenue Securities LLC. Thomas has been in the securities industry since 2023. Thomas holds the Series 66, Series 7TO and SIE licenses and has been registered in Massachusetts, Rhode Island and Florida. Thomas specializes in providing financial planning and portfolio management services to individuals, families, and charitable organizations. Thomas has a strong commitment to providing clients with personalized service and customized investment solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
MA
08/13/2024 - Present
Park Avenue Securities LLC (NEEDHAM MA)
BOTH
Issued 03/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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