Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Avery is a registered representative and investment advisor representative with Newbridge Financial Services Group, Inc. Thomas has been in the securities industry since 1994. Thomas has experience working with a variety of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Thomas has a strong background in financial planning and portfolio management. Thomas offers financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
Promoter fees
1
2
FL
10/24/2022 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
11/29/2017 - 03/18/2019
ALLY INVEST SECURITIES LLC (FORT LAUDERDALE FL)
FL
08/20/2012 - 10/30/2017
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
FL
03/30/2006 - 11/12/2009
INVESTACORP, INC. (MIAMI FL)
MA
07/12/2005 - 03/08/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
05/25/2004 - 05/25/2005
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
IL
01/07/2004 - 01/13/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
09/23/2003 - 12/02/2003
JEMMINI SECURITIES, LLC (NEW YORK NY)
NY
10/16/1998 - 11/22/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/16/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
10/25/1995 - 08/25/1998
WALL STREET EQUITIES INCORPORATED (NEW YORK NY)
NY
05/12/1995 - 07/18/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
02/06/1995 - 06/05/1995
INVESTEX SECURITIES GROUP, INC. (NEW YORK NY)
NE
10/03/1994 - 12/08/1994
NATIONAL DISCOUNT BROKERS (OMAHA NE)
TX
03/13/1992 - 09/30/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
03/14/1989 - 05/29/1991
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NA
12/16/1987 - 04/14/1988
OMNI MUTUAL, INC.
NA
09/18/1987 - 11/16/1987
AUSTIN SECURITIES, INC.
NA
03/05/1987 - 09/17/1987
WALL STREET DISCOUNT CORPORATION (THE)
NA
09/24/1986 - 03/12/1987
BROOKS WEINGER ROBBINS & LEEDS INC.
NA
08/13/1986 - 09/24/1986
VENUS INTERNATIONAL GROUP, LTD.
NA
12/17/1985 - 05/20/1986
BROOKS WEINGER ROBBINS & LEEDS INC.
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 4 - Registered Options Principal Examination
BC
Issued 09/29/2012
Series 24 - General Securities Principal Examination
BC
Issued 09/06/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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