Unclaimed
Thomas Struckmeyer is an investment advisor representative with Edward Jones. He is based in Hillsborough, NC and has been in the financial industry since 2003. Thomas is a registered investment advisor with the state of North Carolina and holds the Series 63, Series 66, Series 7 and SIE exams. He is also a Certified Financial Planner. Thomas's specialization includes retirement planning, education planning, estate planning, insurance and investment planning. He provides financial planning and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
01/19/2007 - Present
Edward Jones (HILLSBOROUGH NC)
BOTH
Issued 12/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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