Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Venute Christopher is a financial advisor with over 20 years of experience in the industry. Thomas is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since July 2009. Prior to that, Thomas worked for WELLS FARGO ADVISORS, LLC. Thomas holds multiple licenses including Series 6, 7, 9, 10, 63, and 66. Thomas is also registered as an Investment Advisor Representative in Pennsylvania. Thomas specializes in providing investment advisory services for individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
07/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (Conshohocken PA)
PA
10/01/2000 - 07/22/2009
WELLS FARGO ADVISORS, LLC (CONSCHOHOCKEN PA)
NC
04/20/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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