Unclaimed
Thomas John Vondra is a financial advisor with Fidelity Personal and Workplace Advisors based in Boston, Massachusetts. Thomas John Vondra has been in the financial services industry since November 2007 and has experience working at Ameriprise Financial Services, Inc. and ING Financial Partners, Inc. Thomas John Vondra is registered with FINRA and holds Series 7, 9, 10, 24, 63, and 65 licenses. Thomas John Vondra provides financial planning services to individuals, businesses, and institutions.
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.
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
MA
10/08/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NV
02/13/2008 - 02/12/2016
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
SD
11/05/2007 - 02/14/2008
ING FINANCIAL PARTNERS, INC. (SIOUX FALLS SD)
IA
Issued 12/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/29/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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