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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Park is a financial advisor with Fidelity Personal And Workplace Advisors and has over 10 years of experience in the financial industry. Thomas Park is registered to provide investment advice in 54 states and is licensed with the state of North Carolina. Thomas Park has passed the Series 7TO, SIE and Series 66 exams. Thomas Park's current firm, Fidelity Personal And Workplace Advisors is a large firm headquartered in Boston with over 15,000 employees. The firm provides financial advice and portfolio management services to individual and institutional clients. Fidelity Personal And Workplace Advisors is committed to providing clients with personalized financial advice and guidance.
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.
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.
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NC
12/08/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 11/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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