Unclaimed
Thomas Havell MacDonnell is a financial advisor with Centaurus Financial, Inc. Thomas is a registered representative with the state of Virginia and has been in the industry since 1992. Thomas has been with Centaurus Financial, Inc. since 2006. Thomas has previously worked for SIGNATOR INVESTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Thomas specializes in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Thomas holds Series 6, 7, 24, 63 and 65 licenses and has earned the Chartered Financial Consultant designation.
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.
A percentage of the total value of assets under management is charged.
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2
VA
08/08/2006 - Present
Centaurus Financial, Inc. (WILLIAMSBURG VA)
VA
03/21/1997 - 08/09/2006
SIGNATOR INVESTORS, INC. (WILLIAMSBURG VA)
MA
03/21/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
03/28/1989 - 08/17/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/28/1989 - 08/17/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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