Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Isaacs is a financial advisor with over 10 years of experience in the financial industry. Thomas has a strong track record of success in providing investment advice and financial planning services to individuals and families. He is a registered representative with Raymond James Financial Services, Inc., and is also registered as an investment advisor representative in Florida. Thomas has a broad range of experience in the financial services industry, having worked for several firms, including Lord Abbett & Co. LLC, Intrepid Capital Management Inc., Quasar Distributors, LLC, and Coastal Oak Wealth Advisors. Thomas is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He is dedicated to building long-term relationships with his clients and providing them with the highest level of service.
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
07/21/2023 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
FL
02/08/2018 - 07/18/2023
QUASAR DISTRIBUTORS, LLC (Jacksonville FL)
NJ
11/19/2012 - 06/16/2017
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 7/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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