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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 John Bartholomew is an active Registered Representative and Investment Adviser Representative with Commonwealth Financial Network. Thomas has been in the industry since 1984 and is licensed in Florida and Massachusetts. Thomas has also been registered in 43 other states and is a Registered Principal with Series 24 and Series 51 licenses. Thomas has been with Commonwealth Financial Network since 1994 and has previously held positions with A. F. BEST SECURITIES, INC., SHAWMUT BROKERAGE, INC., SBS DISCOUNT BROKERAGE and NEL EQUITY SERVICES 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.
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.
1
2
MA
12/08/1999 - Present
Commonwealth Financial Network (WORCESTER MA)
FL
08/17/1993 - 06/10/1994
A. F. BEST SECURITIES, INC. (CORAL SPRINGS FL)
NA
04/08/1991 - 08/23/1993
SHAWMUT BROKERAGE, INC.
NA
08/21/1986 - 04/08/1991
SBS DISCOUNT BROKERAGE
NA
02/08/1980 - 12/23/1981
NEL EQUITY SERVICES CORPORATION
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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