Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Curran is a financial advisor with Ameriprise Financial Services, LLC. Thomas has been in the industry since 1988. Thomas has a total of 25 state licenses, a Series 63 license and a Series 26 license. Thomas specializes in retirement, college planning, and estate planning. Thomas has experience working with high-net-worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
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.
Asset allocation 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
05/06/2020 - Present
Ameriprise Financial Services, LLC (WESTBOROUGH MA)
MA
06/18/2009 - 08/24/2011
EQUITY SERVICES, INC. (CHELMSFORD MA)
MA
10/31/2006 - 04/07/2009
PARK AVENUE SECURITIES LLC (CHELMSFORD MA)
MA
08/03/1988 - 10/24/2006
METLIFE SECURITIES INC. (CHELMSFORD MA)
MA
08/03/1988 - 10/24/2006
METROPOLITAN LIFE INSURANCE COMPANY (CHELMSFORD MA)
BC
Issued 09/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Curran is the right advisor for you? Invested Better is here to help.
