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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 Gerard Walsh is a financial advisor registered with Morgan Stanley. Thomas has over 25 years of experience in the financial industry. Thomas is a licensed securities professional with expertise in a variety of financial products and services, including investment management, financial planning, and retirement planning. Thomas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Thomas is also a registered principal with Morgan Stanley and has experience in supervising other financial professionals. He is dedicated to providing his clients with the highest level of service and professionalism. Prior to joining Morgan Stanley, Thomas was employed by E*TRADE SECURITIES LLC, TD AMERITRADE, INC., and JOSEPH STEVENS & COMPANY, INC.
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
NJ
09/05/2023 - Present
Morgan Stanley (Jersey City NJ)
NJ
08/18/2006 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
03/23/1999 - 06/15/2006
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
03/24/1998 - 02/16/1999
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
BC
Issued 04/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
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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