Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Birkley is a financial advisor with J.P. Morgan Securities LLC, working out of the Dublin, Ohio office. Thomas has been in the financial services industry since January 28, 2006. Thomas holds Series 6, 7, 24, 66, and SIE licenses. Thomas is registered to provide investment advice in 49 states and the District of Columbia. Thomas was previously employed by PNC Investments and CUSO Financial Services, L.P..
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
09/28/2017 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
OH
05/26/2011 - 04/26/2013
PNC INVESTMENTS (WESTERVILLE OH)
OH
01/19/2006 - 05/17/2011
CUSO FINANCIAL SERVICES, L.P. (COLUMBUS OH)
BOTH
Issued 11/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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