Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Joseph Sheehan is a registered investment advisor representative, with a focus on providing investment advice and portfolio management services. Thomas is a veteran of the financial services industry, having been in the business since December 1983. Thomas is currently registered with &partners, a firm with over $1 billion in assets under management. &partners offers a range of advisory services, including financial planning, portfolio management, and educational seminars.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
11/29/2006 - Present
&partners (NASHVILLE TN)
NJ
09/17/1990 - 11/22/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/25/1989 - 09/28/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
09/16/1987 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
03/04/1986 - 09/16/1987
BRENNER STEED, INC.
NA
12/14/1983 - 03/31/1986
JOHN HANCOCK DISTRIBUTORS, INC.
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1986
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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