Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Carney is a financial advisor with over 23 years of experience in the financial services industry. Thomas is registered with Fidelity Personal and Workplace Advisors. Thomas's primary office location is in Indianapolis, Indiana, but he is also registered in Texas. Prior to joining Fidelity, Thomas worked at Charles Schwab & Co., Inc., Chase Investment Services Corp. and Banc One Securities Corporation. Thomas's areas of focus include financial planning, portfolio management for individuals and businesses, and educational seminars. Thomas holds the Series 6, 7, 63 and 65 securities licenses.
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.
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2
IN
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (INDIANAPOLIS IN)
IN
01/05/2010 - 11/05/2012
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
07/06/2005 - 12/01/2009
CHASE INVESTMENT SERVICES CORP. (BLOOMINGTON IN)
IL
11/25/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
01/20/2000 - 10/14/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
09/30/1999 - 11/18/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/30/1999 - 11/18/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
01/08/1999 - 07/26/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 04/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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