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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leon Schiada is a registered investment advisor representative with Fidelity Personal and Workplace Advisors, which is a registered investment advisor. Thomas Leon Schiada has been in the securities industry for over 24 years. Thomas Leon Schiada is currently licensed to provide securities and investment advisory services in 53 states and the District of Columbia. Thomas Leon Schiada has a background in investment advisory services and financial planning. Prior to joining Fidelity Personal and Workplace Advisors, Thomas Leon Schiada worked for Strategic Advisors Inc and Fidelity Brokerage Services LLC.
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.
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.
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.
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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
06/14/2004 - 03/21/2005
S. L. REED & COMPANY (LOS ANGELES CA)
SC
03/29/2004 - 05/10/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
05/13/1996 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
03/14/1996 - 04/16/1996
WALDRON & CO., INC. (IRVINE CA)
IA
Issued 05/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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