Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fitzpatrick is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Thomas is also the owner/proprietor of Fitzpatrick & Goguen CPAs PC. The main office of Raymond James Financial Services Advisors, Inc. is located in Saint Petersburg, Florida. Thomas has been in the industry since 2011. Thomas has passed the Uniform Investment Adviser Law Examination (Series 65).
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
08/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Billerica MA)
IA
Issued 01/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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