Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Custance is a financial professional with over 27 years of experience in the industry. Thomas has been with Equitable Advisors, LLC since December 2023, but has held previous positions at PHX FINANCIAL, INC., MAXIM GROUP LLC, JOSEPH GUNNAR & CO. LLC, FIRST STANDARD FINANCIAL COMPANY LLC, AEGIS CAPITAL CORP., PAULSON INVESTMENT COMPANY, INC., GUNNALLEN FINANCIAL, INC, INVESTEC ERNST & COMPANY and ROYCE INVESTMENT GROUP, INC. Thomas specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.
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.
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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NY
12/14/2023 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
08/21/2022 - 01/02/2024
PHX FINANCIAL, INC. (Hauppauge NY)
NY
06/08/2017 - 09/21/2022
MAXIM GROUP LLC (WOODBURY NY)
NY
09/29/2016 - 06/02/2017
JOSEPH GUNNAR & CO. LLC (NEW YORK NY)
NY
11/12/2015 - 10/28/2016
FIRST STANDARD FINANCIAL COMPANY LLC (Garden City NY)
NY
02/29/2012 - 11/06/2015
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
01/04/2010 - 02/29/2012
PAULSON INVESTMENT COMPANY, INC. (HAUPPAUGE NY)
NY
07/02/2002 - 01/13/2010
GUNNALLEN FINANCIAL, INC (HAUPPAUGE NY)
NY
10/29/1999 - 07/29/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
09/30/1996 - 10/29/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NY
05/15/1996 - 10/24/1996
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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