Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cornelia is a financial advisor with over 35 years of experience in the industry. Thomas is currently registered with Morgan Stanley and has a strong track record of providing financial advice and investment management services to a wide range of clients. Thomas is a Chartered Financial Consultant and holds a variety of licenses and certifications. Thomas has experience working at other firms in the past including MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., SUNTRUST INVESTMENT SERVICES, INC. and SUNTRUST SECURITIES, INC.. Thomas provides a variety of financial services including financial planning, portfolio management for individuals, businesses and investment companies, asset allocation advice and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
06/01/2009 - Present
Morgan Stanley (MADISON GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON GA)
GA
03/08/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
GA
01/04/1996 - 03/06/2006
SUNTRUST INVESTMENT SERVICES, INC. (ACWORTH GA)
GA
06/10/1994 - 07/05/1995
SUNTRUST SECURITIES, INC. (ATLANTA GA)
PA
07/22/1986 - 05/19/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
PA
07/22/1986 - 12/31/1991
CIGNA SECURITIES, INC. (RADNOR PA)
BOTH
Issued 01/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1995
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/06/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/09/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/21/1986
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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