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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 Kidwell is a financial advisor at Cyndeo Wealth Partners, a firm based in St. Petersburg, FL. Thomas has been in the financial services industry since 2006 and has experience working at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Thomas holds a Series 66, Series 7 and Series 31 license. Thomas is a Board Member for the St. Petersburg Police Athletic League and St. Petersburg College and is a Trustee for Solomon Matthews Kilgore Childrens & Parents Trust. Thomas Kidwell specializes in financial planning, portfolio management for individuals and portfolio management for businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting/family office and wealth planning services
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.
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FL
06/16/2020 - Present
Cyndeo Wealth Partners (ST. PETERSBURG FL)
FL
06/12/2020 - 01/03/2022
PURSHE KAPLAN STERLING INVESTMENTS (St. Petersburg FL)
FL
02/27/2012 - 07/06/2020
UBS FINANCIAL SERVICES INC. (ST. PETERSBURG FL)
FL
05/25/2006 - 02/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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