Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Worthington Kubinsky is a financial professional with over 18 years of experience in the industry. Thomas is currently registered with UBS Financial Services Inc. and is licensed to provide investment advice in all 50 states, as well as Puerto Rico and the Virgin Islands. Prior to joining UBS Financial Services Inc., Thomas worked at Foreside Fund Services, LLC, SC Distributors, LLC, Orchard Securities, LLC, Realty Capital Securities, LLC, Select Capital Corporation, Managed Account Services, LLC, and UBS Financial Services Inc. Thomas specializes in providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Thomas is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
05/05/2022 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
07/25/2017 - 02/18/2022
FORESIDE FUND SERVICES, LLC (NEW YORK CITY NY)
CA
06/13/2016 - 04/21/2017
SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NY
01/18/2013 - 09/20/2016
ORCHARD SECURITIES, LLC (NEW YORK NY)
NY
11/19/2012 - 12/17/2012
ORCHARD SECURITIES, LLC (NEW YORK NY)
NY
12/15/2010 - 11/26/2012
REALTY CAPITAL SECURITIES, LLC (NEW YORK NY)
CA
05/17/2010 - 10/29/2010
SELECT CAPITAL CORPORATION (SAN CLEMENTE CA)
NJ
06/12/2008 - 10/09/2009
MANAGED ACCOUNT SERVICES, LLC (PRINCETON NJ)
NJ
05/24/2004 - 05/21/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
ME
01/02/2003 - 06/02/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BOTH
Issued 05/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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