Unclaimed
Thomas Malcolm Martin is a financial advisor with Janney Montgomery Scott LLC. He is a licensed securities agent and holds the Series 7TO and SIE exams. Thomas has been in the industry since May 26, 2022. His previous experience includes a role at Dealerweb Inc. in Jersey City, NJ. Thomas is registered with the state of New Jersey. He is currently located at the Janney Montgomery Scott LLC branch office in Philadelphia, PA.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
10/31/2023 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NJ
05/26/2022 - 10/27/2023
DEALERWEB INC. (JERSEY CITY NJ)
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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