Unclaimed
Thomas Boylen is a financial professional with over 30 years of experience in the financial services industry. Thomas is currently registered with Performance Trust Capital Partners, LLC in Illinois and has previously been registered with BMO Capital Markets GKST Inc. and Dean Witter Reynolds Inc. Thomas holds several industry licenses including the Series 6, 7, 53, and 63. Thomas is a dedicated professional who is committed to helping his clients achieve their financial goals.
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.
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.
1
2
IL
07/11/2011 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
IL
08/11/1994 - 06/14/2011
BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)
NY
05/19/1992 - 08/05/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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