Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Moonan is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 50 years of experience in the financial services industry. Thomas has been in the financial services industry since 1997 and has a broad range of experience in providing financial advice to individuals, families, and businesses. Thomas has a Certified Financial Planner designation and is registered to provide investment advice in 39 states. In addition to his role as a financial advisor, Thomas is also the owner of Moonan Wealth Management. Thomas's experience and commitment to providing personalized financial advice make him a valuable resource for anyone seeking to 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
11/01/2017 - Present
Raymond James Financial Services Advisors, Inc. (ROSWELL GA)
GA
10/15/1997 - 10/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
BOTH
Issued 10/29/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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