Unclaimed
Thomas Sellers Meric is a financial advisor with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Thomas has been a registered representative for over 8 years and has held previous roles at Capital One Securities, Inc. and Johnson Rice & Company L.L.C. Thomas has a strong background in financial planning and portfolio management, holding several industry certifications. Thomas has a particular focus on working with high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Fee plus commission
1
2
LA
09/26/2022 - Present
Janney Montgomery Scott LLC (Mandeville LA)
LA
02/24/2016 - 09/12/2022
CAPITAL ONE SECURITIES, INC. (NEW ORLEANS LA)
LA
10/23/2014 - 01/04/2016
JOHNSON RICE & COMPANY L.L.C. (NEW ORLEANS LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/27/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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