Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Monahan is a financial advisor who has been in the industry since 1984. Thomas is currently registered with BCG Securities, Inc. He has been with BCG Securities, Inc. since 2007. Previously, Thomas worked for SOURCE CAPITAL GROUP, INC., MORGAN STANLEY DW INC., and LEGG MASON WOOD WALKER, INCORPORATED. Thomas is a licensed advisor in California, Colorado, Delaware, Florida, Georgia, New Jersey, Pennsylvania, South Carolina, and Virginia. Thomas offers financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
02/08/2023 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
NJ
07/18/2005 - 03/06/2007
SOURCE CAPITAL GROUP, INC. (AUDUBON NJ)
NY
10/20/1999 - 02/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
11/03/1987 - 10/21/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
01/28/1986 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
12/19/1983 - 03/07/1986
PHILIPS, APPEL & WALDEN, INC.
NA
10/19/1983 - 12/16/1983
FIRST JERSEY SECURITIES, INC.
IA
Issued 09/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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