Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Patrick Clinton is an investment advisor representative with Grove Point Advisors, LLC. Thomas has been in the financial services industry since 1999. Thomas has experience in providing financial planning, portfolio management, and educational seminars to a wide range of clients. Thomas previously worked at LPL FINANCIAL LLC and LINCOLN FINANCIAL SECURITIES CORPORATION, and was previously registered with New England Securities. Thomas is licensed in Connecticut, Florida, Massachusetts, Michigan, Minnesota, North Carolina, Rhode Island, and Washington. Thomas is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
MA
02/27/2009 - 05/31/2011
LPL FINANCIAL LLC (SOUTHBOROUGH MA)
MA
01/30/2006 - 02/27/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (WORCESTER MA)
NY
02/01/1999 - 02/28/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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