Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wilbur Jewsbury is a financial advisor with over 20 years of experience in the financial services industry. Thomas is currently registered with Moors & Cabot, Inc. in Alexandria, VA. Previously, Thomas worked with Oppenheimer & Co. Inc. in Washington, DC, and TD Ameritrade, Inc., also in Washington, DC. Thomas holds the Series 7, Series 63, and Series 66 licenses and the SIE certification. He specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable 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.
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.
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2
VA
07/28/2021 - Present
Moors & Cabot, Inc. (Alexandria VA)
DC
01/05/2015 - 07/16/2021
OPPENHEIMER & CO. INC. (WASHINGTON DC)
DC
12/09/2005 - 11/24/2014
TD AMERITRADE, INC. (WASHINGTON DC)
MA
11/17/2005 - 12/01/2005
MOORS & CABOT FINANCIAL ADVISORS, LLC (BOSTON MA)
MA
12/09/2003 - 12/01/2005
MOORS & CABOT, INC. (BOSTON MA)
TN
01/24/2003 - 12/02/2003
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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