Tom has studied at Northwestern University in Financial Planning between 2017 and 2018, then at Creighton University in Marketing between 2003 and 2007.
Tom worked for TD Ameritrade as Registered Representative, Support & Sales between May 2006 and Jun 2011.
Skills & Competences
Tom has earned the following certifications : Series 7, delivered by FINRA (Financial Industry Regulatory Authority); CFP® Certificant, delivered by CFP Board; CRPC® - Chartered Retirement Planning Counselor, delivered by College for Financial Planning; Series 66, delivered by FINRA (Financial Industry Regulatory Authority).
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