Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Holt is a financial advisor registered with MML Investors Services, LLC based in Boston, Massachusetts. Thomas has been in the financial services industry since 2012 and holds FINRA Series 7 and 66 licenses, as well as the SIE. Thomas is a Certified Financial Planner and specializes in providing a range of financial planning, portfolio management and asset allocation services. Previously, Thomas worked at Purshe Kaplan Sterling Investments and VOYA Financial Advisors.
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
MA
07/06/2017 - Present
MML Investors Services, LLC (BOSTON MA)
MA
10/03/2014 - 07/10/2017
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
03/05/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
NJ
09/06/2012 - 01/31/2014
GARDEN STATE SECURITIES, INC. (RED BANK NJ)
BOTH
Issued 10/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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