Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Vastardis is an investment advisor representative with Avantax Advisory Services, and has been in the financial industry since September 28, 1998. Thomas is registered with the state of New Jersey as an Investment Advisor Representative. Thomas has a Series 6, 7TO and Series 63 license. Thomas has a total of 1 registered state and 1 registered firm licenses. Avantax Advisory Services has a total of 1761 licensed agents, 2478 investment adviser representatives, and 2219 registered representatives. The firm is based in Dallas, Texas and provides financial planning, pension consulting, and educational seminars. Thomas also has a business providing tax preparation and accounting services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
07/03/2002 - Present
Avantax Advisory Services (Matawan NJ)
BC
Issued 08/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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