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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 Newell Cash is a financial advisor with over 27 years of experience in the industry. Thomas Cash is currently registered with Stratos Wealth Partners, Ltd. and has held previous roles at UBS Financial Services Inc. and Morgan Stanley. He is registered to provide investment advice in several states, including Florida, Louisiana, and Texas. Thomas Cash offers a range of financial planning and advisory services to individuals, businesses, and institutions, including investment management, retirement planning, and estate planning. He is committed to providing personalized, tailored advice that meets the unique needs of each client.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
FL
03/08/2016 - Present
Stratos Wealth Partners, Ltd. (Fort Myers FL)
FL
04/18/2008 - 04/08/2011
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
04/02/2007 - 04/21/2008
MORGAN STANLEY & CO. INCORPORATED (BONITA SPRINGS FL)
FL
07/17/1995 - 04/02/2007
MORGAN STANLEY DW INC. (BONITA SPRINGS FL)
IA
Issued 12/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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