Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McEvoy is a Registered Representative with Onedigital Investment Advisors. Thomas has been in the industry since 1986. Thomas is currently registered with FINRA and has a Series 7, Series 63 and SIE license. Thomas is also currently registered in Colorado, Florida, Maryland, New Jersey, New York, Ohio and Pennsylvania. Thomas was previously registered with Triad Advisors LLC and APW Capital, Inc. Thomas's expertise lies in financial planning, portfolio management, and pension consulting for individuals, businesses, and pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
01/19/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NJ
03/18/2022 - 08/23/2024
TRIAD ADVISORS LLC (Wall NJ)
NJ
02/01/2022 - 02/28/2022
APW CAPITAL, INC. (Manasquan NJ)
NJ
07/28/1998 - 01/31/2022
APW CAPITAL, INC. (Manasquan NJ)
NJ
12/17/1985 - 07/01/1998
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
MA
01/02/1988 - 04/20/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/14/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 03/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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