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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Panos is a financial advisor with Raymond James Financial Services Advisors, Inc. based in St. Petersburg, FL. Thomas has been in the industry since 1996 and is registered with FINRA, the SEC and 21 states. Thomas has the Series 6, 7, 24 and 63 licenses, as well as the SIE. He is also a Certified Financial Planner and a Chartered Financial Consultant. Thomas has previous experience with Raymond James & Associates, Inc., A. G. Edwards & Sons, Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States and Legend Equities Corporation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (St. Petersburg FL)
FL
05/16/2003 - 05/11/2009
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MO
10/19/1999 - 06/20/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/24/1997 - 10/15/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/24/1997 - 10/15/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
FL
10/27/1995 - 02/28/1996
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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