Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomas? Claim Your ProfileTomas Jansson is an investment advisor representative with Innovest Portfolio Solutions LLC. Tomas has over 20 years of experience in the financial services industry. Prior to joining Innovest, Tomas worked at First Republic Securities Company, LLC and Capital Analysts, Incorporated. Tomas holds the Series 7, 31, 63 and 65 licenses. Tomas is also registered in Arizona, California and Colorado. Tomas specializes in providing financial advice to individuals, corporations, pension plans, charitable organizations and government entities.
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.
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.
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CA
11/01/2023 - Present
Innovest Portfolio Solutions LLC (Alameda CA)
CA
09/09/2020 - 04/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
01/30/2006 - 12/12/2006
CAPITAL ANALYSTS, INCORPORATED (OAKLAND CA)
NY
10/17/2003 - 07/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/04/2002 - 08/13/2002
KIRLIN SECURITIES INC. (SYOSSET NY)
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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