Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gillespie is a financial advisor at Equitable Advisors, LLC. Gillespie holds a Series 66, Series 7 and SIE license and has been in the financial services industry for over 10 years. Gillespie specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to businesses and individuals. Gillespie has registered with the state of California, New Jersey and Pennsylvania. Gillespie's firm provides financial advisory services to a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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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NJ
02/01/2011 - Present
Equitable Advisors, LLC (CHERRY HILL NJ)
BOTH
Issued 10/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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