Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Shaughnessy has been in the financial services industry since July 1, 1979. Thomas is currently registered with MML Investors Services, LLC and has offices in Bedford, New Hampshire, Wells, Maine, Manchester, New Hampshire and Sarasota, Florida. Thomas has been with MML Investors Services, LLC since March 1, 1996. Prior to that, Thomas was registered with G. R. Phelps & Co., Inc. and NEL Equity Services Corporation. Thomas offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NH
04/19/1999 - Present
MML Investors Services, LLC (BEDFORD NH)
NA
03/25/1982 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
07/02/1979 - 06/05/1982
NEL EQUITY SERVICES CORPORATION
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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