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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Richard Morhauser is a financial advisor registered with Wells Fargo Clearing Services, LLC. Thomas has been in the financial services industry since May 1995 and has been with Wells Fargo Advisors since May 2009. Thomas is licensed to provide investment advice in 14 states and holds a Series 7, Series 63, and the SIE exam. Thomas has experience providing investment advice to high net worth individuals, corporations, trusts and estates, charitable organizations, and pension and profit-sharing plans. Thomas is also a member of the Atlantic City Republic Club and serves as an executor for a family member.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (LINWOOD NJ)
NJ
08/14/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORTHFIELD NJ)
NY
05/30/1995 - 08/13/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
BC
Issued 06/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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