Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Irwin Perkins is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Raymond James Financial Services Advisors, Inc. in Maine. Previously, Thomas worked with UBS Financial Services Inc., and Prudential Securities Incorporated. Thomas offers a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
10/13/2009 - Present
Raymond James Financial Services Advisors, Inc. (BOOTHBAY HARBOR ME)
ME
12/11/1998 - 10/13/2009
UBS FINANCIAL SERVICES INC. (PORTLAND ME)
NY
08/12/1992 - 12/16/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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