Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Logan is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Thomas has been in the industry since 1986 and holds FINRA Series 3, 7, and 63 licenses. Thomas is also licensed in Georgia and other states. Thomas is a Registered Representative and Investment Advisor Representative with Raymond James. Thomas has a history of working in the financial services industry, with previous roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and The Robinson-Humphrey Company, LLC. Thomas provides financial planning, portfolio management, and pension consulting 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.
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
GA
10/01/2009 - Present
Raymond James Financial Services Advisors, Inc. (ATLANTA GA)
GA
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
12/19/1990 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NC
12/07/1990 - 03/14/1991
SIGNET INVESTMENT CORPORATION (CHARLOTTE NC)
MD
09/21/1987 - 07/22/1989
BT SECURITIES CORPORATION (BALTIMORE MD)
NA
07/25/1987 - 09/24/1987
SHEARSON LEHMAN GOVERNMENT SECURITIES, INC.
NA
10/29/1984 - 09/23/1987
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 05/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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