Unclaimed
Thomas Joseph Chretien is an investment advisor representative registered with Sunbelt Securities, Inc., a broker-dealer headquartered in Houston, TX. Thomas has been in the industry since 1996 and has worked with both Morgan Stanley and Morgan Stanley Smith Barney in the past. Thomas has extensive experience advising high net worth individuals and corporations. He is also experienced in providing financial planning and portfolio management for individuals, businesses, and investment companies. Thomas is currently registered in Arizona, Arkansas, Connecticut, Louisiana, Texas, Virginia, Washington and Wyoming.
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.
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
TX
04/23/2019 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
06/01/2009 - 03/19/2019
MORGAN STANLEY (HOUSTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
06/24/1998 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
MI
03/17/1997 - 06/08/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
10/09/1996 - 02/27/1997
RAS SECURITIES CORP. (NEW YORK NY)
NY
11/30/1995 - 04/10/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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