Unclaimed
Thomas Kiernan is a financial advisor with Edward Jones, a firm with a strong track record of providing financial advice and investment management services. Thomas has over 20 years of experience in the financial services industry and holds various licenses and certifications, including the Series 7 and Series 66 registrations. He is also a Certified Financial Planner. Thomas has worked at Edward Jones since 2011 and previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and SUNTRUST SECURITIES, INC. He is registered to provide investment advice in 39 states and the District of Columbia. Thomas can help with a range of financial planning needs, including retirement planning, investment management, and college savings.
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.
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.
See schedule d - miscellaneous
1
2
FL
01/04/2019 - Present
Edward Jones (VERO BEACH FL)
FL
06/25/2004 - 09/24/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (VERO BEACH FL)
GA
07/18/2000 - 06/17/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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