Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McCann is a financial advisor who has been in the industry since 2011. Thomas is currently registered with Dynamic Wealth Advisors in California, Colorado and Texas and is a Certified Financial Planner. Thomas has previously worked with Morgan Stanley in Beverly Hills, California. Thomas is also an Independent Life Insurance agent. Thomas specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations, and other investment advisors. Thomas has a strong background in investment management, financial planning, and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
02/03/2018 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
CA
08/20/2014 - 01/16/2015
MORGAN STANLEY (BEVERLY HILLS CA)
WA
08/22/2011 - 12/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
BOTH
Issued 10/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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