Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jeszeck is an active investment advisor representative registered with Wells Fargo Clearing Services, LLC. Thomas has been in the financial services industry since 1990. Prior to joining Wells Fargo Clearing Services, LLC, Thomas worked at Janney Montgomery Scott LLC, Fahnestock & Co., Inc., Ladenburg, Thalmann & Co., Inc., Global Capital Securities, Inc., and Josephthal Lyon & Ross Incorporated. Thomas has earned the Series 63, Series 65, Series 7, and SIE licenses. Thomas offers portfolio management for businesses and individuals, as well as investment consulting services to institutional clients. Thomas is licensed in Arizona, Alaska, California, Idaho, Massachusetts, New Jersey, New York, North Carolina, Ohio, Texas, and Wisconsin.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/07/2017 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NY
09/14/1999 - 09/28/2017
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
05/18/1995 - 08/20/1999
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
05/13/1992 - 05/09/1995
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NA
06/04/1990 - 06/19/1992
GLOBAL CAPITAL SECURITIES, INC.
NY
03/05/1991 - 05/20/1992
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 03/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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