Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Sedoric is a financial advisor with Steward Partners Investment Advisory, LLC. Thomas has been in the financial industry since 1984. Thomas has a broad range of experience, including working with individuals, high net worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Thomas has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial 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.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
04/26/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NH
04/26/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
01/01/2008 - 04/30/2018
WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH NH)
NH
01/02/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTSMOUTH NH)
NA
02/24/1984 - 12/21/1984
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 2/8/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/30/1984
Series 3 - National Commodity Futures Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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