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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Johnston is a financial advisor with over 30 years of experience in the industry. He is currently registered with Fidelity Personal and Workplace Advisors and is licensed in Massachusetts and Texas. Thomas has a strong track record of helping individuals and families achieve their financial goals. He specializes in financial planning, portfolio management, and retirement planning. He is also committed to providing his clients with personalized attention and ongoing support. Thomas Johnston offers a variety of services to his clients, including financial planning, investment management, and retirement planning. Thomas is committed to helping his clients achieve their financial goals.
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.
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
MA
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
11/12/1993 - 11/07/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
07/28/1993 - 10/29/1993
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
03/16/1993 - 07/29/1993
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NA
10/08/1991 - 03/16/1993
FINANCIAL SECURITIES NETWORK,INC.
MN
01/15/1991 - 08/07/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/15/1991 - 08/07/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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