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 Lido Advisors, LLC. Thomas has been in the industry since 2007, working at various firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC, and Morgan Stanley. Thomas is licensed in California, Texas, and Washington, and holds the Series 7, 9, 10, 24, 66, and SIE exams. Thomas is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
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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CA
01/31/2024 - Present
Lido (LOS ANGELES CA)
WA
01/03/2023 - 08/15/2023
MORGAN STANLEY (Kirkland WA)
WA
05/02/2013 - 08/15/2023
E*TRADE SECURITIES LLC (Kirkland WA)
WA
02/09/2011 - 04/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
WA
12/14/2007 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
BOTH
Issued 02/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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