Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Fitzgerald is a registered Investment Advisor Representative with Managed Asset Portfolios, LLC, where he has been working since June 2009. He has also previously been registered with H&R Block Financial Advisors, Inc. His primary office is located in Rochester, Michigan and he is also licensed in Illinois. Thomas Fitzgerald has been in the industry since 2000.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for trusts and offshore vehicles; model
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
01/11/2006 - Present
Managed Asset Portfolios, LLC (Burr Ridge IL)
MI
06/08/2000 - 05/26/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2002
Series 24 - General Securities Principal Examination
Active
Inactive
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