Thomas Fleishel, financial advisor Deland FL

Thomas Fleishel

CRD Number: 1912409
Current Firm: Fleishel Financial Associates, Inc.

Thomas Fleishel (CRD# 1912409) is an Investment Advisor Representative working at Fleishel Financial Associates, Inc. in Deland, FL and has over 31 years of experience in the finance industry. Thomas Fleishel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Deland, FL Jul 2013 - Current 9
Rental Property Deland, FL Jan 1998 - Current 24
Raymond James Financial Services, Inc. Deland, FL Apr 1991 - Current 31
Fleishel Financial Assoc. Inc. Deland, FL Oct 1990 - Current 31
Planned Giving Deland, FL Jan 2006 - Jan 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas B. Fleishel
Phone Number: 386-738-1800
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, TX

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