Thomas Fleishel (CRD# 1912409) is an Investment Advisor Representative working at Fleishel Financial Associates, Inc. in Deland, FL and has over 32 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.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2227187
Merit Financial Advisors
CRD# 4822125
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Deland, FL | Jul 2013 - Current | 10 |
| Rental Property | Deland, FL | Jan 1998 - Current | 26 |
| Raymond James Financial Services, Inc. | Deland, FL | Apr 1991 - Current | 33 |
| Fleishel Financial Assoc. Inc. | Deland, FL | Oct 1990 - Current | 33 |
| Planned Giving | Deland, FL | Jan 2006 - Jan 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
FL, TX
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