Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Tobias Newkirk is a registered representative with Innovation Partners LLC, a firm based in Charlotte, NC. Thomas has been in the industry since 2001 and holds a Series 6, 63, and 65 licenses. Previous firms Thomas worked for include FPCM Securities, LLC, and Hartford Equity Sales Company Inc. Thomas is registered in Georgia, Delaware, Illinois, California, Minnesota, North Carolina, and Tennessee. Thomas specializes in providing consulting services to qualified retirement plans, financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
GA
09/03/2015 - Present
Innovation Partners LLC (Roswell GA)
GA
03/23/2006 - 08/31/2015
FPCM SECURITIES, LLC (ROSWELL GA)
CT
02/09/2001 - 09/30/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 02/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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