Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas William Donnelly is a Registered Investment Advisor. Thomas is currently registered with Navellier & Associates Inc. Thomas has been in the industry for over 30 years. Thomas is licensed in Nevada. Thomas previously worked at Corecap Investments, Inc., Advisors Asset Management, Inc., Innovation Partners LLC, PIMCO Investments LLC, Allianz Global Investors Distributors LLC, Claymore Securities, Inc., Morgan Stanley DW Inc., and Morgan Stanley & Co., Incorporated. Thomas has a Series 63, Series 65, Series 7 and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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.
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.
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NY
07/18/2016 - Present
Navellier & Associates Inc. (New York NY)
MI
08/16/2017 - 09/17/2019
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
NY
06/06/2014 - 03/17/2016
ADVISORS ASSET MANAGEMENT, INC. (MELVILLE NY)
MA
05/10/2012 - 10/23/2012
INNOVATION PARTNERS LLC (NEEDHAM MA)
NY
02/14/2011 - 04/17/2012
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
01/12/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
IL
12/04/2006 - 10/09/2009
CLAYMORE SECURITIES, INC. (CHICAGO IL)
NY
01/14/2003 - 05/22/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/29/2001 - 08/22/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
09/24/1986 - 08/22/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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