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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 Morris is an investment advisor representative with Global Retirement Partners LLC. Thomas has been in the industry since 2000 and is registered with the states of Massachusetts and New Hampshire. Thomas has passed the Series 63, Series 66, Series 65, Series 7 and the SIE exams. Thomas has experience in providing financial planning, pension consulting, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. Thomas has worked with a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Prior to working at Global Retirement Partners LLC, Thomas worked at PURSHE KAPLAN STERLING INVESTMENTS, TD AMERITRADE, INC., VALIC FINANCIAL ADVISORS, INC., and FIDELITY BROKERAGE SERVICES LLC.
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.
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2
MA
06/21/2022 - Present
Global Retirement Partners LLC (Boston MA)
MA
05/12/2014 - 02/09/2017
PURSHE KAPLAN STERLING INVESTMENTS (NORTH ANDOVER MA)
NH
08/13/2010 - 07/16/2012
TD AMERITRADE, INC. (MANCHESTER NH)
NH
10/12/2009 - 08/11/2010
VALIC FINANCIAL ADVISORS, INC. (NASHUA NH)
NH
11/15/2000 - 02/10/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 04/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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