Unclaimed
Thomas Carney is a financial advisor at Edward Jones. He has been in the financial services industry since 2020 and holds the Series 7TO, SIE, 63 and 66 licenses. Thomas has experience working with individuals, businesses, and non-profit organizations to provide investment and financial planning advice. Thomas also has extensive experience in the construction industry, and in addition to his work at Edward Jones, he currently operates his own construction company. This diverse background gives Thomas a unique perspective and ability to understand and address the specific needs of his clients.
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.
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.
See schedule d - miscellaneous
1
2
MN
04/15/2024 - Present
Edward Jones (SAUK RAPIDS MN)
NY
07/25/2020 - 12/13/2021
BREAN CAPITAL, LLC (NEW YORK NY)
BOTH
Issued 12/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Thomas Carney is the right advisor for you? Invested Better is here to help.