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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 Terrill Sequist is a financial advisor with over 20 years of experience in the industry. Thomas has been with Morgan Stanley since 2009 and previously worked at CITIGROUP GLOBAL MARKETS INC. Thomas has a wide range of experience in the financial industry. Thomas is licensed in numerous states and holds the Series 66, Series 7, and SIE licenses. Thomas's expertise and dedication to client service make him a valuable resource for individuals and families looking to manage their finances.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VT
06/01/2009 - Present
Morgan Stanley (Colchester VT)
VT
05/31/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BURLINGTON VT)
BOTH
Issued 06/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
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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