Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Headlee is a financial advisor registered with Grove Point Advisors, LLC. Thomas has been working in the financial industry since 1985. Thomas provides financial planning, portfolio management and selection of other advisors to individuals, families, corporations and businesses. Thomas has been a Certified Financial Planner since 1994.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
GA
08/01/2008 - 07/27/2010
NATIONWIDE SECURITIES, LLC (KENNESAW GA)
GA
03/18/1997 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (KENNESAW GA)
MA
02/19/1985 - 03/17/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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