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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 Kinslow is a financial advisor with over 25 years of experience in the financial services industry. Thomas is currently registered with Morgan Stanley, a large financial services company, and works out of their Newtown Square, Pennsylvania branch office. Thomas has a wide range of experience in the financial services industry, having held previous positions with other financial institutions such as Janney Montgomery Scott LLC, Morgan Stanley DW Inc., and Morgan Stanley & Co. Incorporated. Thomas holds licenses and certifications in the securities and investment advisor industries, including the Series 63, 65, and 7 exams. Thomas's expertise covers a wide range of financial services, including investment advisory services, financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting. He is also experienced in asset allocation advice and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
PA
03/14/2023 - Present
Morgan Stanley (Newtown Square PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CHESTER PA)
PA
02/14/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CHESTER PA)
PA
05/14/1998 - 02/24/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IA
Issued 06/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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