Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Tonkovich is a registered representative with Morgan Stanley. Thomas has been in the securities industry since May 13, 2007. Thomas has passed the Series 63, Series 66 and Series 7 exams. He has also passed the SIE exam. Thomas is currently registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Texas. Thomas was previously registered with WELLS FARGO CLEARING SERVICES, LLC and RBC CAPITAL MARKETS, LLC. Thomas is also a 9.5% owner of PHILLY PRETZEL COMPANY in Red Bank, New Jersey. Thomas's other business interests include 33.3% ownership of PHILLY PRETZEL COMPANY in Red Bank, New Jersey.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NJ
08/16/2022 - Present
Morgan Stanley (Sea Girt NJ)
NJ
09/05/2012 - 12/12/2017
WELLS FARGO CLEARING SERVICES, LLC (SPRING LAKE NJ)
NJ
04/18/2008 - 09/14/2012
RBC CAPITAL MARKETS, LLC (WALL TOWNSHIP NJ)
NJ
05/14/2007 - 04/29/2008
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
BOTH
Issued 06/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2007
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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