Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bird is a financial professional with over a decade of experience in the industry. Thomas is currently registered with Stifel, Nicolaus & Company, Inc. as a broker-dealer and investment advisor representative. Prior to joining Stifel, Nicolaus & Company, Inc., Thomas was registered with TORREYA CAPITAL, LLC and FINANCIAL WEST GROUP. Thomas holds several industry licenses including Series 63, Series 24, SIE, and Series 79. Thomas is licensed in 53 states and the District of Columbia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/03/2023 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
01/02/2018 - 06/05/2023
TORREYA CAPITAL, LLC (NEW YORK NY)
NY
12/23/2010 - 12/31/2017
FINANCIAL WEST GROUP (NEW YORK NY)
BC
Issued 04/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Bird is the right advisor for you? Invested Better is here to help.
