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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 Kazazes is a financial advisor with over 35 years of experience in the industry. Thomas is currently registered with Morgan Stanley and has been with the firm since June 2009. Previously, Thomas worked for Morgan Stanley & Co. Incorporated, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Thomas is registered in multiple states and specializes in a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (West Palm Beach FL)
NY
07/27/1988 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NA
07/18/1984 - 09/17/1986
EQUICO SECURITIES, INC.
NA
07/18/1984 - 09/12/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 07/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/30/1989
Series 15 - Foreign Currency Options Examination
BC
Issued 01/30/1989
Series 5 - Interest Rate Options Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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