Tom is Senior Manager, Guidance Product Management for TD Ameritrade, where he has worked since 2006. Tom and his team are responsible for developing managed portfolio products for TD Ameritrade Investment Management, LLC. He collaborates with a team of developers, customer support representatives, and branch associates to improve the client experience for long-term investors by enhancing the digital experience as well as launching new product features and capabilities. Tom holds the Certified Financial PlannerTM (CFP®) designation and the Series 7, 63, 66, and 24 securities licenses.
Check your investment account info and progress toward your financial goals—directly from your smartwatch.
Juggling family schedules is hard, but saving and investing should be simpler.
The automated investing solution from TD Ameritrade Investment Management assigns a confidence score to help long-term investors see if they can reach goals.
Long-term investors looking for a lower-cost digital-first platform designed around their goals may want to turn to an automated investment offering.
for thinkMoney ®
Financial Communications Society 2016
for Ticker Tape
Content Marketing Awards 2016
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
The information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy, and is for illustrative purposes only. Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2019 TD Ameritrade.