Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cassidy is an Investment Advisor Representative with Park Avenue Securities LLC. Thomas has been in the industry since August 5, 2014, and is licensed in California, Massachusetts, and Virginia. Thomas has a Series 7, SIE, and Series 66 license. Thomas is also a licensed insurance agent. Thomas's practice focuses on financial planning, portfolio management, and education seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CA
11/03/2021 - Present
Park Avenue Securities LLC (IRVINE CA)
BOTH
Issued 01/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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