Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Foley is a financial advisor who has been in the industry since 1995. He is currently registered with Hightower Advisors, LLC. Thomas has been registered in 18 states with his most recent registration occurring in 2017. He is also a registered representative of Hightower Securities, LLC. Thomas has been providing financial advice to a wide range of clients including high net worth individuals, corporations, and charitable organizations. His services include financial planning, portfolio management, 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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NE
08/18/2016 - Present
Hightower Advisors, LLC (Omaha NE)
NE
06/01/2009 - 08/17/2016
MORGAN STANLEY (OMAHA NE)
NE
02/07/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
IA
Issued 02/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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