Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gisbert is a financial advisor at Janney Montgomery Scott LLC. Thomas has over 39 years of experience in the financial services industry. Thomas has a Series 7, Series 5, and Series 63 license. Thomas previously worked at Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., Dean Witter Reynolds Inc., and E.F. Hutton & Company Inc. Thomas's areas of expertise include: portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Fee plus commission
1
2
NY
03/20/2015 - Present
Janney Montgomery Scott LLC (MELVILLE NY)
NY
06/01/2009 - 03/26/2015
MORGAN STANLEY (MELVILLE NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
04/20/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/04/1987 - 04/19/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/01/1979 - 01/07/1988
E. F. HUTTON & COMPANY INC
BC
Issued 03/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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