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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 Moran Targonski is a financial advisor who has been in the industry since 2003. Thomas is currently registered with Morgan Stanley and is licensed in all 50 states. Thomas has a broad range of experience in the financial services industry, having worked for several firms over the years, including UBS Financial Services Inc. and Morgan Stanley & Co. LLC. Thomas is a highly experienced and qualified financial advisor who can provide a wide range of services to clients, including financial planning, investment management, and retirement planning. Thomas is dedicated to helping clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/27/2022 - Present
Morgan Stanley (San Francisco CA)
CA
09/08/2016 - 05/27/2022
MORGAN STANLEY & CO. LLC (San Francisco CA)
CA
05/05/2017 - 12/26/2017
MORGAN STANLEY (San Francisco CA)
CA
12/14/2015 - 09/09/2016
MORGAN STANLEY (SAN FRANCISCO CA)
CA
06/01/2009 - 10/19/2012
MORGAN STANLEY (SAN FRANCISCO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
10/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
CA
03/17/2006 - 09/05/2006
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
NY
01/16/2006 - 03/21/2006
UBS SECURITIES LLC (NEW YORK NY)
NJ
12/06/2002 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 10/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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