Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Scherer is a financial advisor with Fidelity Personal and Workplace Advisors. He is based in Evanston, IL and has been in the financial services industry for over 20 years. Thomas has extensive experience working with individuals and high-net-worth clients. Prior to Fidelity, he was a financial advisor with SG Americas Securities, LLC, and Newedge USA, LLC. Thomas holds Series 3, 7, 63, and 66 licenses and is a registered investment advisor in Illinois and Texas.
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.
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.
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.
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2
IL
08/20/2021 - Present
Fidelity Personal AND Workplace Advisors (EVANSTON IL)
IL
01/02/2015 - 07/17/2019
SG AMERICAS SECURITIES, LLC (CHICAGO IL)
IL
09/01/2008 - 01/02/2015
NEWEDGE USA, LLC (CHICAGO IL)
IL
04/26/2000 - 09/01/2008
NEWEDGE FINANCIAL INC. (CHICAGO IL)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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