Unclaimed
Thomas Bevington is a financial advisor with Edward Jones, a firm with over 20,000 investment advisor representatives. Thomas has over 8 years of experience in the financial services industry, providing financial planning and portfolio management services to individuals, businesses, and retirement plans. He specializes in working with high-net-worth individuals, retirement plans, and businesses. Thomas is registered to provide investment advisory services in 20 states and holds the Series 7, Series 66, and SIE securities licenses. Thomas is also an elected official and has a strong understanding of local government finances and regulations.
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.
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.
See schedule d - miscellaneous
1
2
IN
12/20/2018 - Present
Edward Jones (CENTERVILLE IN)
BOTH
Issued 01/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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