Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cleland is a financial advisor with Benjamin F. Edwards & Company, Inc. Thomas has been working in the financial industry since 2006. Thomas has licenses in 19 states. Thomas has experience in financial planning, pension consulting, and portfolio management. Thomas has held previous positions at Morgan Stanley, Citigroup Global Markets Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.
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
MO
02/12/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
06/01/2009 - 02/22/2016
MORGAN STANLEY (NAPERVILLE IL)
IL
01/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IL
01/01/2008 - 01/22/2008
WACHOVIA SECURITIES, LLC (NAPERVILLE IL)
IL
03/17/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPERVILLE IL)
BOTH
Issued 07/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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