Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Evich is a financial advisor with Morgan Stanley. Thomas has been in the financial services industry since 1994 and holds Series 7, 31, 63, and 65 licenses. In addition to providing investment advice, Thomas is also qualified to provide financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Thomas has been with Morgan Stanley since 2009. Before joining Morgan Stanley, Thomas was registered with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
MD
04/02/2020 - Present
Morgan Stanley (Frederick MD)
MD
06/22/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FREDERICK MD)
NY
09/07/1994 - 06/26/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Thomas Evich is the right advisor for you? Invested Better is here to help.
