Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Degnan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas has been in the industry since 1994 and has experience in providing financial advice to individuals, families, and businesses. Thomas's experience includes working with individuals, corporations, and charitable organizations. Thomas has a strong understanding of the financial markets and is committed to providing clients with the best possible advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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2
MA
03/18/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
05/11/2021 - 02/02/2024
SS&C MARKET SERVICES, LLC (Quincy MA)
TX
10/12/2015 - 11/18/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MA
03/17/2011 - 09/28/2015
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
01/31/2007 - 03/17/2010
ING INVESTMENT ADVISORS, LLC (QUINCY MA)
MA
11/27/2002 - 06/09/2006
METLIFE SECURITIES INC. (BOSTON MA)
MA
11/27/2002 - 06/09/2006
METROPOLITAN LIFE INSURANCE COMPANY (BOSTON MA)
CA
06/28/2000 - 01/29/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
03/27/1997 - 07/26/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
07/17/1995 - 03/04/1996
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
NY
04/24/1992 - 11/13/1994
QUEST FOR VALUE DISTRIBUTORS (NEW YORK NY)
PA
06/22/1990 - 01/31/1992
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
MA
12/18/1989 - 06/12/1990
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NA
11/05/1986 - 02/04/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 03/06/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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