Unclaimed
Thomas Joseph Marney is a financial professional with over 40 years of experience in the industry. Thomas is currently registered with MML Investors Services, LLC. Thomas has held previous registrations with several firms including MSI Financial Services, Inc., Metropolitan Life Insurance Company, UR Financial, Inc., Security First Financial, Inc., Dean Witter Reynolds Inc., Clark, Melvin & Company, Inc., Permel & Co., Inc., and Bache Halsey Stuart Shields Incorporated. Thomas holds licenses in several states and has completed a variety of industry exams, including the Series 63, Series 7 and SIE. Thomas also holds the Chartered Financial Consultant designation. Thomas has a strong history of working with a wide range of clients, including individuals, businesses, trusts, charitable organizations, and pension plans. Thomas is committed to providing sound financial advice and guidance to help clients achieve their financial goals.
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
MD
06/18/2024 - Present
MML Investors Services, LLC (Columbia MD)
MD
04/25/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELKRIDGE MD)
MD
05/30/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NA
03/12/1985 - 04/25/1990
UR FINANCIAL, INC.
NA
07/25/1984 - 03/26/1985
SECURITY FIRST FINANCIAL, INC.
NA
08/28/1983 - 07/24/1984
DEAN WITTER REYNOLDS INC.
NA
02/10/1983 - 07/08/1983
CLARK, MELVIN & COMPANY, INC.
NA
02/14/1982 - 02/26/1982
PEREMEL & CO., INC.
NA
05/01/1979 - 10/20/1981
BACHE HALSEY STUART SHIELDS INCORPORATED
BC
Issued 05/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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