Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Scanlan is a financial advisor with Provenance Wealth Advisors. Thomas has been a registered representative since 1999 and has a strong track record of helping clients achieve their financial goals. Thomas's expertise includes retirement planning, investment management, and insurance.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting services
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
FL
07/05/2018 - Present
Provenance Wealth Advisors (FORT LAUDERDALE FL)
FL
09/11/2015 - 08/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
FL
03/19/2014 - 08/31/2015
INVESTACORP, INC. (MIAMI FL)
FL
03/11/2005 - 01/03/2014
NYLIFE SECURITIES LLC (SUNRISE FL)
MA
05/18/2004 - 12/16/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
05/27/2003 - 12/31/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
03/05/2002 - 06/11/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/05/2002 - 06/11/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
SC
08/11/2000 - 03/08/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
08/02/1999 - 08/11/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BOTH
Issued 02/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/10/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/29/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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