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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Udovich is a financial advisor at Raymond James Financial Services Advisors, Inc. in Palm Beach Gardens, Florida. Thomas has been in the industry since 1994 and has a wide range of experience, having worked with firms like SunTrust Investment Services, Inc., Morgan Keegan & Company, Inc. and Quick & Reilly, Inc.. Thomas holds a variety of licenses and certifications including Series 7, Series 10, Series 24, Series 63 and Series 65. Thomas specializes in providing financial planning, portfolio management and pension consulting services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (PALM BEACH GARDENS FL)
FL
11/17/2004 - 05/16/2019
SUNTRUST INVESTMENT SERVICES, INC. (JUPITER FL)
TN
07/27/2004 - 11/05/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
05/29/2003 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
09/19/2001 - 05/29/2003
QUICK & REILLY, INC. (NEW YORK NY)
NE
07/11/1994 - 09/18/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 11/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/06/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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