Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McCue is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Thomas was with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. Thomas's experience includes a variety of roles, including providing financial advice, portfolio management, and investment management. Thomas is also a licensed investment advisor representative in the state of California. Thomas's specializations include a broad range of areas including investment management, financial planning, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/15/2020 - Present
Morgan Stanley (Palo Alto CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
NY
10/07/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1986 - 09/16/1988
DEAN WITTER REYNOLDS INC.
BC
Issued 06/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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