Profile
Mr. Fred W.
Thomas is Financial Advisor at Pinnacle Investments, LLC.
In 2009, he joined Pinnacle Investments were he applies his expertise in equity analysis.
He began his career in the financial services industry in 1983 at Oppenheimer Capital in New York City.
During more than 27 years in the financial services industry, he has worked for several financial institutions including banks, boutique investment firms and large brokerage houses
Mr. Thomas lives in Fayetteville and is a board member and President of the Syracuse Chorale, the oldest volunteer chorus in Central New York.
He is also the chair of the Chorale’s finance committee.
He has been active in the Estate Planning Council of Central New York and he enjoys cross-country skiing and whitewater rafting.
Currently, Mr. Thomas holds a FINRA General Securities Rep (Series 7), State Security Agent (Series 63), and is New York State Insurance licensed for Life, Accident and Health.
Mr. Thomas has a Bachelors of Science degree in Mathematics and Economics from the University of Virginia a Masters of Science degree in Applied Microeconomics and Applied Statistics from the University of Rochester.
Former positions of Fred W. Thomas
Companies | Position | End |
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Pinnacle Investments LLC
Pinnacle Investments LLC Investment Banks/BrokersFinance Pinnacle Investments LLC is a dually registered Broker-Dealer and Registered Investment Adviser headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Dan Raite in 1995 and is a subsidiary of Pinnacle Holding Co. LLC, which is owned by Fkapi, Inc. Pinnacle Investments offers a wide array of services which includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. | Corporate Officer/Principal | 31/12/2011 |
Training of Fred W. Thomas
University of Virginia | Undergraduate Degree |
Rochester Christian University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Pinnacle Investments LLC
Pinnacle Investments LLC Investment Banks/BrokersFinance Pinnacle Investments LLC is a dually registered Broker-Dealer and Registered Investment Adviser headquartered in East Syracuse, New York. The firm was founded by Gregg Kidd and Dan Raite in 1995 and is a subsidiary of Pinnacle Holding Co. LLC, which is owned by Fkapi, Inc. Pinnacle Investments offers a wide array of services which includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. | Finance |
- Stock Market
- Insiders
- Fred W. Thomas