Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Marshall Williams is an investment advisor representative with Flagship Harbor Advisors, LLC. Thomas has been in the financial services industry since September 20, 1994. Thomas is registered with the state of Massachusetts and has been in the investment industry for over 28 years. Thomas holds a Series 7, Series 63, and Series 65 license, as well as the SIE designation. Thomas is a Certified Financial Planner. Thomas works with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other 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.
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.
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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2
MA
12/11/2015 - Present
Flagship Harbor Advisors, LLC (Hingham MA)
MA
05/04/2009 - 12/15/2015
BOLTON GLOBAL CAPITAL (HINGHAM MA)
MA
12/22/1995 - 05/05/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NY
09/01/1994 - 12/01/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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