Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Newton McKinstry is a financial professional with over 23 years of experience in the industry. Thomas is currently registered with Bofa Securities, Inc. in Atlanta, Georgia. Prior to joining Bofa Securities, Thomas has worked at a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, Wachovia Capital Markets, LLC, Wachovia Securities, LLC and Wachovia Securities, Inc. Thomas holds several industry licenses including Series 7, Series 63, Series 79TO, and SIE. Thomas's experience includes investment banking and research-related 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.
Research-related services
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.
Negotiated fees for research-related services
1
2
GA
05/10/2019 - Present
Bofa Securities, Inc. (ATLANTA GA)
GA
11/01/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
04/19/2006 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (ATLANTA GA)
NC
07/01/2003 - 05/02/2006
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
10/15/2001 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
07/09/1999 - 10/15/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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