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Thomas W. Howes

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CRD#: 2306099
TH

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 Warren Howes, who also goes by Thomas W Howes, Thomas Warren Howes, Howes, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1993. Thomas had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas W Howes | Thomas Warren Howes | Howes

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

April 28, 2016 - April 11, 2017

IFS SECURITIES

BD
CRD#: 40375
Bethesda, MD
Past

November 21, 2011 - November 17, 2014

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
BETHESDA, MD
Past

July 1, 2011 - May 20, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BETHESDA, MD
Past

June 1, 2009 - July 8, 2011

MORGAN STANLEY

RIA
CRD#: 149777
BETHESDA, MD
Past

June 1, 2009 - July 8, 2011

MORGAN STANLEY

BD
CRD#: 149777
BETHESDA, MD
Past

February 22, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
BETHESDA, MD
Past

February 22, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
BETHESDA, MD
Past

December 11, 2000 - March 6, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BETHESDA, MD
Past

November 20, 2000 - March 6, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BETHESDA, MD
Past

February 11, 1993 - November 29, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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: 7/29/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/4/2002
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


IS
IFS SECURITIES
ALZAID FINANCIAL SERVICES, INC. | INTERNATIONAL FINANCIAL SOLUTIONS, INC. | IFS SECURITIES, INC | IFS SECURITIES | IFS EQUITY | IFS CAPITAL MARKETS | IFS ADVISORY, LLC

CRD#: 40375 / SEC#: , 8-49020

BD
Terminated by SEC on 02/28/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 09/21/1993
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
IFS GROUP, INC.FOREIGN ENTITY/DIRECT OWNER
MCKENZIE, ALEXYS ULANDOCEO/OWNER2642827
SADLER, JOQUINN THOMASCHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER2817763

Disclosures


Regulatory Event3
Arbitration1
Financial1

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


IFS SECURITIES

CRD#: 40375

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