Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fitzpatrick is a financial advisor with Madison Avenue Securities, LLC. Thomas has been in the financial industry since 2008. Thomas is a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Thomas is registered to provide investment advice in Florida and New Jersey. In addition to his experience as a financial advisor, Thomas has been involved in several other business ventures.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
10/07/2024 - Present
Madison Avenue Securities, LLC (Ocean View NJ)
NJ
10/05/2018 - 08/23/2024
TRIAD ADVISORS LLC (Ocean View NJ)
NJ
11/17/2015 - 10/08/2018
SUMMIT BROKERAGE SERVICES, INC. (Ocean View NJ)
NJ
03/04/2008 - 12/11/2015
NFP ADVISOR SERVICES, LLC (MARMORA NJ)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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