Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McAndrews is a financial advisor with Charles Schwab & Co., Inc. Thomas has been in the industry since 2004. Thomas has a wide range of experience, having previously worked at Chase Investment Services Corp., J.P. Morgan Institutional Investments Inc., and J. P. Morgan Invest, LLC. Thomas is registered with the state of Colorado and holds Series 6, 7, 9, 10, 63 and 65 licenses. Thomas has a Certified Financial Planner designation. Thomas's current role focuses on providing financial advice to clients of Charles Schwab & Co., Inc.. Thomas specializes in retirement planning and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/12/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/17/2007 - 12/31/2014
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
12/01/2006 - 06/29/2007
CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD CO)
CO
07/12/2004 - 12/01/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
MA
09/20/2005 - 11/21/2005
J. P. MORGAN INVEST, LLC (BOSTON MA)
IA
Issued 05/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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