Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McCarthy is a financial advisor with over 25 years of experience in the industry. Thomas is currently registered with IC Advisory Services, Inc. and has been with the firm since February 2019. Before joining IC Advisory Services, Thomas was with J.W. COLE FINANCIAL, INC. for six years. Thomas has a wide range of experience in the financial services industry, including securities, investment advisory, and insurance. Thomas has a strong track record of helping clients reach their financial goals.
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.
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.
1
2
NJ
12/09/2022 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NJ
05/10/2013 - 03/22/2019
J.W. COLE FINANCIAL, INC. (OLD BRIDGE NJ)
NJ
03/16/2007 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (OLD BRIDGE NJ)
NJ
08/21/2006 - 01/12/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (ALLENWOOD NJ)
NJ
03/01/2000 - 08/22/2006
CUSO FINANCIAL SERVICES, L.P. (BRIDGEWATER NJ)
NY
11/10/1997 - 09/17/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/28/1997 - 06/05/1997
J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)
IA
Issued 11/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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