Unclaimed
Alan Thomilson is a financial advisor with over 30 years of experience in the industry. He is currently registered with Cornerstone Securities LLC and is licensed to provide investment advisory services in Illinois and Missouri. Alan has previously held positions at Ameriprise Financial Services, Inc., Lincoln Financial Securities Corporation, OneAmerica Securities, Inc., NFP Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. He holds the Series 63, Series 65 and Series 7 licenses. Alan's areas of expertise include financial planning, selection of other advisors, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
08/21/2018 - Present
Cornerstone Securities LLC (Edwardsville IL)
MO
11/17/2017 - 08/17/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Clayton MO)
IL
08/15/2011 - 12/05/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (EDWARDSVILLE IL)
IL
08/12/2005 - 08/31/2011
ONEAMERICA SECURITIES, INC. (EDWARDSVILLE IL)
TX
05/19/2005 - 06/13/2005
NFP SECURITIES, INC. (AUSTIN TX)
MA
02/03/1989 - 05/13/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/03/1989 - 05/13/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
07/20/1988 - 08/30/1988
HIBBARD BROWN & CO., INC.
IA
Issued 10/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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