Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McAndrew is a financial advisor at The Marshall Financial Group LLC, a Registered Investment Advisor (RIA) firm based in Hunt Valley, MD. Thomas has been in the financial services industry since 2012. Thomas's experience includes a focus on providing financial guidance to high-net-worth individuals, insurance companies, corporations, and pension and profit-sharing plans. Thomas holds the Series 66, Series 7, and Securities Industry Essentials (SIE) 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.
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.
A percentage of the total value of assets under management is charged.
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MD
10/14/2021 - Present
THE Marshall Financial Group LLC (HUNT VALLEY MD)
MD
01/22/2021 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Hunt Valley MD)
MD
10/11/2016 - 01/26/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (GAITHERSBURG MD)
BOTH
Issued 05/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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