Unclaimed
Tom Laskaris is a financial advisor with Janney Montgomery Scott LLC, having joined the firm in March 2023. Tom has been in the financial industry since October 1997. Before joining Janney Montgomery Scott LLC, Tom was a registered representative with RAYMOND JAMES & ASSOCIATES, INC. He is licensed to conduct business in multiple states and has experience providing financial planning, portfolio management, and pension consulting services. Tom is committed to helping clients 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.
Fee plus commission
1
2
MI
03/23/2023 - Present
Janney Montgomery Scott LLC (Grosse Pointe Farms MI)
MI
01/12/2001 - 04/10/2023
RAYMOND JAMES & ASSOCIATES, INC. (DEARBORN MI)
NY
10/23/1997 - 01/22/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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