Unclaimed
Thomas V Cherry is a financial advisor with LPL Financial LLC. Thomas has been in the industry for 22 years. He is registered to offer investment advice in Virginia and holds Series 6, 7, 66, and SIE licenses. Thomas has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, Inc., and Navy Federal Investment Services, LLC. Thomas is committed to providing individualized financial guidance and personalized investment strategies.
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.
Consulting and other non-discretionary advisory services
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.
1
2
VA
06/14/2023 - Present
LPL Financial LLC (VIRGINIA BEACH VA)
VA
08/02/2022 - 03/14/2023
NAVY FEDERAL INVESTMENT SERVICES, LLC (NORFOLK VA)
GA
12/04/2020 - 07/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (Atlanta GA)
VA
06/04/2008 - 08/19/2008
MML INVESTORS SERVICES, INC. (VIRGINIA BEACH VA)
BOTH
Issued 07/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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