Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Masi is a financial professional with over 30 years of experience in the securities industry. Thomas is registered with Concourse Financial Group Securities, Inc. in Charleston, South Carolina and has been associated with the firm since March 2004. Thomas is a Chartered Financial Consultant and holds FINRA Series 6, 7, and 63 licenses as well as the Securities Industry Essentials (SIE) Examination. Thomas has previous experience working at Jefferson-Pilot Investor Services, Inc. and AMEV Investors, Inc.. Thomas provides financial consulting services to a variety of clients, including individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
03/22/2004 - Present
Concourse Financial Group Securities, Inc. (Charleston SC)
IN
08/13/1991 - 03/19/1992
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MN
05/12/1987 - 12/31/1989
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 05/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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