Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leonard Perkins is a financial advisor with over 40 years of experience in the industry. Thomas is currently registered with Carter, Terry & Company, Inc. Thomas has held previous positions at Wachovia Securities, Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas holds a variety of licenses and certifications, including Series 7TO, Series 63, Series 65, and Series 24. Thomas specializes in providing financial advice to individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
12/19/2002 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
MO
06/15/2002 - 12/03/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/1996 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
10/05/1989 - 01/31/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/26/1978 - 10/17/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/24/1970 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 03/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1979
Series 12 - NYSE Branch Manager Examination
BC
Issued 05/17/1979
Series 24 - General Securities Principal Examination
BC
Issued 05/08/1979
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 02/18/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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