Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Tang is an investment advisor representative with over 20 years of experience. Thomas currently works for Raymond James Financial Services Advisors, Inc. and is registered with FINRA and the state of Colorado. Thomas has experience with both individual and corporate clients, including providing financial planning, pension consulting, and portfolio management services. Thomas has also held positions with EDWARD JONES and Tang Wealth Management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (MONUMENT CO)
CO
02/29/2000 - 08/09/2011
EDWARD JONES (COLORADO SPRINGS CO)
IA
Issued 09/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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