Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McDowell is a financial advisor based in Portland, Oregon. Thomas McDowell has been working in the financial services industry since March 1987. Thomas McDowell is currently registered with M Holdings Securities, Inc. and has a series of licenses and registrations in multiple states. Thomas McDowell is also the owner of McDowell Financial Group. Thomas McDowell has experience in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
04/14/2016 - Present
M Holdings Securities, Inc. (PORTLAND OR)
SD
03/23/1987 - 04/08/2016
AXA ADVISORS, LLC (SIOUX FALLS SD)
NY
03/23/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas McDowell is the right advisor for you? Invested Better is here to help.
