Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mahoney is a financial advisor with over 30 years of experience in the industry. Currently, Thomas is registered with Commonwealth Financial Network and is based in the Pittsford, NY office. Thomas has a proven track record of success in providing financial guidance to individuals, businesses, and organizations. Prior to joining Commonwealth Financial Network, Thomas worked for INVESTACORP, INC., ESSEX CAPITAL MARKETS, INC., and WADDELL & REED, INC.
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.
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.
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2
NY
06/29/2021 - Present
Commonwealth Financial Network (PITTSFORD NY)
NY
07/18/1996 - 10/15/2007
INVESTACORP, INC. (ROCHESTER NY)
NY
08/22/1990 - 07/25/1996
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
KS
10/22/1987 - 08/28/1990
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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