Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McDonnell is a financial advisor with Truist Advisory Services, Inc. Thomas has over 30 years of experience in the financial services industry and is registered to provide investment advice in 33 states. Thomas is also a Registered Representative and has the following FINRA registrations: Series 7, 8, 31, 63, 65 and SIE. Prior to joining Truist Advisory Services, Inc., Thomas worked for Morgan Stanley, where he provided investment advice to high-net-worth individuals. Thomas specializes in financial planning, portfolio management, and providing financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
04/04/2022 - Present
Truist Advisory Services, Inc. (FAIRFAX VA)
DC
06/01/2009 - 02/28/2017
MORGAN STANLEY (WASHINGTON DC)
DC
08/08/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
05/29/1991 - 08/12/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
IA
Issued 10/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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