Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Palomares is an investment advisor representative with Edward Jones. Thomas has been in the financial industry since 2014. Thomas is registered to provide investment advice in 23 states. Thomas is licensed to provide securities and advisory services. Prior to joining Edward Jones, Thomas was an advisor with Wells Fargo and AXA Advisors. Thomas holds FINRA Series 6, 7, 63, and 66 licenses and the SIE exam.
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.
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.
See schedule d - miscellaneous
1
2
AZ
08/23/2019 - Present
Edward Jones (TUCSON AZ)
AZ
09/22/2017 - 03/08/2018
AXA ADVISORS, LLC (TUCSON AZ)
AZ
04/13/2015 - 09/14/2017
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
AZ
11/01/2013 - 02/20/2015
AXA ADVISORS, LLC (TUCSON AZ)
AZ
05/27/2013 - 10/25/2013
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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