Thomas Garcia-Meitin (CRD# 7262750) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 3 years of experience in the finance industry.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 5839878
Fidelity Personal And Workplace Advisors
CRD# 5173053
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa-cref Individual & Institutional Services, LLC | Cambridge, MA | Jul 2020 - Current | 3 |
| Tiaa | Cambridge, MA | Jul 2020 - Current | 3 |
| Unemployed | Sudbury, MA | May 2020 - Jul 2020 | < 1 |
| Elon University | Elon, NC | Sep 2016 - May 2020 | 3 |
| Tiaa | Waltham, MA | Jun 2019 - Aug 2019 | < 1 |
| Circor International LLC | Burlington, MA | May 2018 - Jan 2019 | < 1 |
| East China Normal University | Shanghai, | Sep 2018 - Dec 2018 | < 1 |
| Safe & Secure LLC | Framingham, MA | Jun 2017 - Sep 2017 | < 1 |
| Unemployed | Sudbury, MA | May 2016 - Sep 2016 | < 1 |
| Lincoln Sudbury Regional High School | Sudbury, MA | May 2012 - May 2016 | 4 |
| Safe & Secure LLC | Framingham, MA | May 2015 - Sep 2015 | < 1 |
| Bosse Sports Club | Sudbury, MA | Jan 2015 - Feb 2015 | < 1 |
| Safe & Secure LLC | Framingham, MA | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- MA
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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