Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Granaghan is a financial advisor with Rockefeller Financial LLC. Thomas has been in the industry since 2002. Thomas holds the Series 7, 63, 66, 8, and 24 licenses, and is a registered representative of Rockefeller Financial LLC in New Jersey and New York. Thomas's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Prior to joining Rockefeller Financial LLC, Thomas worked at Foresters Financial Services, Inc. and Lord Abbett Distributor LLC.
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.
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
NY
08/05/2021 - Present
Rockefeller Financial LLC (NEW YORK NY)
NJ
02/02/2016 - 10/18/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
NJ
03/21/2006 - 01/05/2015
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
12/11/1996 - 03/06/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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