Unclaimed
Thomas Finnegan is a registered representative of J.P. Morgan Securities LLC. Thomas has been in the securities industry since 2012 and holds a Series 66 license. Thomas's previous experience includes roles at First Republic Bank and JPMorgan Chase Bank, NA. Thomas has a strong background in financial planning and portfolio management, and specializes in providing advisory services to individuals, businesses, and institutional clients.
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
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NY
12/09/2024 - Present
J.p. Morgan Securities LLC (New York NY)
Active
Inactive
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