Unclaimed
Thomas Hagigh is a financial advisor with over 28 years of experience in the industry. Thomas is currently registered with LPL Financial LLC in Maryland and Texas and has held previous registrations with Janney Montgomery Scott LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Thomas is also a Certified Financial Planner. Thomas provides financial planning, pension consulting, and portfolio management services for individuals, businesses, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
04/12/2023 - Present
LPL Financial LLC (CROWNSVILLE, MD)
MD
12/08/2017 - 04/12/2023
JANNEY MONTGOMERY SCOTT LLC (TOWSON MD)
MD
03/30/2012 - 12/14/2017
WELLS FARGO CLEARING SERVICES, LLC (ANNAPOLIS MD)
MD
06/01/2009 - 04/24/2012
MORGAN STANLEY SMITH BARNEY (ANNAPOLIS MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)
MD
03/13/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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