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 Shepherd is an Investment Advisor Representative at Investment Partners Asset Management. Thomas has been in the financial services industry since 2002 and has worked with Investment Partners Asset Management since June 2008. Thomas has a broad range of experience in the financial services industry and is committed to providing clients with personalized financial advice and guidance. Thomas has a wide range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
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.
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.
See schedule d - miscellaneous
1
2
NJ
06/23/2008 - Present
Investment Partners Asset Management (METUCHEN NJ)
NJ
05/15/2008 - 06/01/2021
T.R. WINSTON & COMPANY, LLC (METUCHEN NJ)
NY
05/22/2002 - 08/22/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
IA
Issued 04/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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