Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Zeuthen is an investment advisor representative at Stephens. Thomas has been in the financial services industry since January 18, 2006, and has been registered with the Securities and Exchange Commission (SEC) since March 16, 2012. Thomas has a Series 7 and Series 66 license. Thomas holds the designation of Certified Financial Planner. Thomas specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Thomas provides investment advisory services to individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, and non-corporate organizations.
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.
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.
1
2
TN
04/22/2014 - Present
Stephens (NASHVILLE TN)
TN
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)
TN
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
MD
01/19/2006 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Thomas Zeuthen is the right advisor for you? Invested Better is here to help.
