Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Howell is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Cuso Financial Services, LP in Florida and Texas. Thomas is a Series 63 and 65 licensed professional and holds the Series 7 and SIE licenses. Thomas has previously been employed by CUNA Brokerage Services, Inc. and First Montauk Securities Corp. Thomas's experience includes working with individual clients, corporations, and charitable organizations.
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
FL
12/22/2023 - Present
Cuso Financial Services, LP (ORLANDO FL)
IA
01/22/1999 - 12/31/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NJ
09/05/1997 - 12/31/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
08/09/1993 - 09/16/1997
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NJ
04/20/1992 - 08/11/1993
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 06/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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