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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Hagerstrom is a financial advisor with Robertson Stephens Wealth Management, LLC. Thomas has been in the financial industry for over 20 years and has experience with a variety of investment products and services. Thomas has a Series 7, 24, and 63 license and is also a registered investment advisor. Thomas is a member of the board and investment committee of the Madison Area YMCA Association.
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.
A percentage of the total value of assets under management is charged.
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NJ
07/11/2023 - Present
Robertson Stephens (Madison NJ)
NY
03/21/2011 - 04/04/2012
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
10/01/2008 - 06/22/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/02/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/02/2001 - 06/02/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/29/1995 - 04/05/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 05/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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