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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 Sine is an investment advisor representative currently registered with Impactadvisor LLC. Thomas Sine has been in the industry for over 40 years and has a wide range of experience. He is also a Registered Tax Preparer with H&R Block, so Thomas Sine is able to provide comprehensive financial services. Thomas Sine is known for his expertise in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Thomas Sine has been registered with various firms throughout his career including Zacks & Company, Montrose Securities International, The Benchmark Company, LLC, Janney Montgomery Scott LLC, Maxim Group LLC, Princeton Securities Group, Inc, PSG Executions, Inc, and ABN AMRO Incorporated. Thomas Sine is committed to helping his clients 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.
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.
Valuation analysis
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.
Advisory fee on alternative investments, e.g real estate
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2
CA
01/01/2025 - Present
Impactadvisor LLC (SF CA)
IL
04/25/2014 - 11/24/2014
ZACKS & COMPANY (CHICAGO IL)
CA
03/23/2011 - 12/12/2013
MONTROSE SECURITIES INTERNATIONAL (SAUSALITO CA)
CA
10/15/2007 - 03/28/2011
THE BENCHMARK COMPANY, LLC (SAN FRANCISCO CA)
NY
04/25/2007 - 10/17/2007
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NY
11/14/2006 - 05/15/2007
MAXIM GROUP LLC (NEW YORK NY)
NY
09/02/2005 - 08/15/2006
PRINCETON SECURITIES GROUP, INC. (NEW YORK NY)
NJ
04/26/2005 - 09/02/2005
PSG EXECUTIONS, INC. (ENGLEWOOD CLIFFS NJ)
PA
05/02/2002 - 05/12/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
CT
03/01/2002 - 04/17/2002
ABN AMRO INCORPORATED (STAMFORD CT)
NY
04/30/2001 - 03/01/2002
ABN AMRO SECURITIES LLC (NEW YORK NY)
CT
01/02/1997 - 04/30/2001
ABN AMRO INCORPORATED (STAMFORD CT)
IL
12/04/1995 - 01/02/1997
THE CHICAGO CORPORATION (CHICAGO IL)
NY
08/12/1980 - 12/05/1995
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
10/12/1977 - 08/31/1980
WM SWORD & CO. INCORPORATED
NA
01/27/1976 - 10/29/1977
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 09/09/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/24/2014
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 25 - NYSE Trading Assistant Examination
BC
Issued 01/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/04/1980
PC - AMEX Put and Call Exam
BC
Issued 01/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
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