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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 Goetzinger is a financial advisor who has been in the industry since 2010. He is currently registered with MSH Capital Advisors LLC in Scottsdale, Arizona. He is a Chartered Financial Analyst and has experience working with a variety of clients, including high-net-worth individuals, corporations, and state and municipal governments. Thomas provides financial planning, pension consulting, and portfolio management services to his clients. He is also experienced in selecting other advisors for his clients. Thomas has been with MSH Capital Advisors LLC since 2020. Previously, he worked at First Financial Equity Corporation and UMB Bank. Thomas holds a Series 63 and 65 license.
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.
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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AZ
07/05/2022 - Present
MSH Capital Advisors LLC (SCOTTSDALE AZ)
AZ
02/05/2014 - 04/01/2015
FIRST FINANCIAL EQUITY CORPORATION (SURPRISE AZ)
AZ
10/18/2010 - 02/14/2014
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
IA
Issued 08/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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