Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Decourcy is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. The firm provides a range of financial planning and advisory services to individuals and institutions including businesses and charitable organizations. Thomas has been in the financial industry since 2008 and has a wide range of experience. Fidelity Personal And Workplace Advisors has a strong track record in providing financial services to a diverse range of clients. The firm manages assets in excess of $800 billion and has a dedicated team of financial advisors dedicated to providing the best possible service to their clients. Thomas and Fidelity Personal And Workplace Advisors are committed to helping clients reach 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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
01/25/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
01/15/2010 - 08/09/2016
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
NH
09/15/2008 - 06/26/2009
BANCNORTH INVESTMENT GROUP, INC. (CONWAY NH)
NH
02/27/2008 - 08/26/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTSMOUTH NH)
BOTH
Issued 06/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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