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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 Leonard Magee is an investment advisor representative with Fidelity Personal and Workplace Advisors. Thomas has been in the industry since 1993 and holds Series 6, 7, 9, 10, 24, 63 and 66 licenses. Thomas Leonard Magee is registered with the state of Massachusetts. Thomas Leonard Magee is also a registered investment advisor in the state of Texas. Fidelity Personal and Workplace Advisors is a firm based in Boston, MA with approximately $1 billion - $10 billion in assets under management. Fidelity Personal and Workplace Advisors offers financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
02/26/1998 - 02/02/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/19/1993 - 02/26/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 01/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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