Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Elliott is a financial advisor with Capstone Partners, located in Tampa, FL. Thomas has been in the industry since 2004 and has a strong track record of success in providing investment advice to clients. Thomas holds the Series 7, Series 63, and Series 79TO licenses and has a proven ability to meet the diverse needs of investors. Prior to joining Capstone Partners, Thomas worked with AILERON CAPITAL MANAGEMENT, LLC, LCG CAPITAL ADVISORS, LLC, and CITIGROUP GLOBAL MARKETS INC. Thomas is committed to providing clients with personalized financial guidance and is dedicated to helping them achieve their financial goals.
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.
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.
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2
FL
11/18/2014 - Present
Capstone Partners (Tampa FL)
FL
12/23/2013 - 08/18/2014
AILERON CAPITAL MANAGEMENT, LLC (TAMPA FL)
FL
02/16/2011 - 02/19/2013
LCG CAPITAL ADVISORS, LLC (TAMPA FL)
FL
12/19/2005 - 02/20/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
CA
01/22/2001 - 01/18/2006
CITIGROUP GENEVA CAPITAL STRATEGIES INC. (LAGUNA HILLS CA)
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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