Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Muldowney is a financial advisor with Captrust, a registered investment advisor with over 852 billion dollars in regulatory assets under management. Thomas has been in the industry since 1991 and has a wide range of experience in providing financial advice to a variety of clients, including individuals, businesses, and institutions. Thomas has specialized experience in providing services to insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, and corporations or other businesses. Thomas has provided financial advice to over 10000 clients throughout his career. Thomas is committed to providing his clients with the highest level of personalized service and financial guidance. He believes in building long-term relationships with his clients and helping them achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
03/03/2017 - 05/07/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
01/02/2009 - 03/09/2017
WELLS FARGO CLEARING SERVICES, LLC (CHESTERTON IN)
IL
08/13/2004 - 01/20/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
10/03/2000 - 08/13/2004
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
02/27/1991 - 08/13/2004
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
WI
10/31/1997 - 10/03/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 08/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Muldowney is the right advisor for you? Invested Better is here to help.
