AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TR

Thomas L. Reser

Some features on this profile are disabled
CRD#: 1296844
TR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Lynn Reser was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1984. Thomas had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 20, 1997 - March 3, 2003

RANGEMARK CAPITAL MARKETS, INC.

BD
CRD#: 42025
GREENWICH, CT
Past

June 12, 1997 - June 20, 1997

CX, INC.

BD
CRD#: 19168
Past

February 6, 1997 - March 6, 2012

STEPHEN H. MCDONALD & ASSOCIATES, INC.

RIA
CRD#: 117203
NORMAN, OK
Past

November 28, 1995 - June 10, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 21, 1995 - September 11, 1995

LINTZ GLOVER WHITE & COMPANY, INC.

BD
CRD#: 22906
VALLEY VILLAGE, CA
Past

June 29, 1989 - November 16, 1991

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 29, 1989 - November 16, 1991

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

August 22, 1984 - July 23, 1988

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

BD
CRD#: 414
NEW ORLEANS, LA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/4/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


RC
RANGEMARK CAPITAL MARKETS, INC.
AMBAC SECURITIES INC. | RANGEMARK CAPITAL MARKETS, INC. | CADRE SECURITIES, INC. | AMBAC SECURITIES, INC

CRD#: 42025 / SEC#: , 8-49667

BD
Terminated by SEC on 03/05/2011
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/14/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RANGEMARK FINANCIAL SERVICES, INC.100% SHAREHOLDER
APPELSON, STUART DAVIDFINANCIAL & OPERATIONS PRINCIPAL2176520
SMITH, ROBERT SORENSONDIRECTOR, PRESIDENT, CEO, CCO1250674

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RANGEMARK CAPITAL MARKETS, INC.

CRD#: 42025

TRUST BUT VERIFY

Monitor Thomas Reser

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics