Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Flanagan is a financial professional with over 25 years of experience in the industry. Thomas is currently registered with Equitable Advisors, LLC and is located in Syracuse, NY. Thomas has a strong background in the financial services industry, having previously worked with Delaware Distributors, L.P. Thomas is dedicated to helping clients achieve their financial goals through comprehensive financial planning and investment advice. Thomas has obtained several licenses and designations, including the Series 6, Series 7, and Series 24 licenses. Thomas's specialization includes providing financial advice to individuals and businesses.
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.
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2
NY
11/29/2007 - Present
Equitable Advisors, LLC (SYRACUSE NY)
PA
09/27/1993 - 07/21/2006
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BC
Issued 02/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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