Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fread is a financial advisor at Ameriprise Financial Services, LLC. Thomas has been working in the financial services industry since 1993 and has a strong track record of helping clients achieve their financial goals. Thomas is registered to provide investment advice in Arizona, California, Florida, Georgia, Kentucky, Massachusetts, Minnesota, New Jersey, New York, North Carolina, and Wisconsin. Thomas specializes in providing financial planning, asset allocation, and investment management services to individuals, families, trusts, estates, corporations, and businesses. He also has experience working with charitable organizations and pension plans. Thomas is committed to providing his clients with personalized financial advice and guidance to help them make informed decisions about their financial future.
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.
Asset allocation services
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.
1
2
FL
01/16/2025 - Present
Ameriprise Financial Services, LLC (Ft Lauderdale FL)
FL
06/01/2009 - 08/27/2015
MORGAN STANLEY (PLANTATION FL)
FL
05/26/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
FL
01/01/1998 - 05/31/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
NA
09/02/1993 - 01/01/1998
NATIONSSECURITIES
IA
Issued 01/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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