Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jardim is a financial advisor with Fidelity Personal and Workplace Advisors. Thomas has been in the financial services industry for 16 years. His career spans several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunAmerica Capital Services, Inc., NFP Securities, Inc., and AXA Advisors, LLC. Thomas holds FINRA Series 7 and 66 registrations, and the SIE and Series 65 licenses. He is a Certified Financial Planner (CFP). Thomas has a broad range of experience in providing financial advice, specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Thomas is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (HOBOKEN NJ)
NJ
07/06/2010 - 08/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
03/11/2008 - 06/11/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NJ
09/14/2007 - 01/28/2008
NFP SECURITIES, INC. (CHESTER NJ)
NJ
02/06/2006 - 09/18/2007
AXA ADVISORS, LLC (CHESTER NJ)
IA
Issued 08/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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