Unclaimed
Thomas Isaacs is an investment advisor representative and securities representative who has been in the industry since July 12, 2013. Thomas is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in Florida. Thomas has previously worked at QUASAR DISTRIBUTORS, LLC and LORD ABBETT DISTRIBUTOR LLC.
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
07/21/2023 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
FL
02/08/2018 - 07/18/2023
QUASAR DISTRIBUTORS, LLC (Jacksonville FL)
NJ
11/19/2012 - 06/16/2017
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 07/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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