Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Marra is an investment advisor representative at MAI Capital Management, LLC. Thomas has been in the industry since 2014, working previously with Clarkson Capital Markets LLC in Houston, TX. Thomas holds Series 63, Series 7, Series 86, and Series 87 licenses, and has experience with a wide range of investment products and services, including portfolio management for individuals, businesses, and pooled investment vehicles. Thomas also provides financial planning services.
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.
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.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
NY
09/15/2021 - Present
MAI Capital Management, LLC (New York NY)
TX
02/24/2014 - 10/15/2014
CLARKSON CAPITAL MARKETS LLC (HOUSTON TX)
BC
Issued 04/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/30/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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