Unclaimed
Eugene Thomas has been working in the financial services industry since January 6, 1991. Eugene is registered with MML Investors Services, LLC. The firm offers a variety of advisory services including portfolio management for individuals and businesses, financial planning, pension consulting, and asset allocation programs. Eugene has earned the Series 6, 7, 63, 65, and SIE licenses. Eugene is also an insurance agent with MML Investors Services, LLC. Eugene has experience with a wide range of clients including individuals, businesses, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
OK
03/25/2017 - Present
MML Investors Services, LLC (OKLAHOMA CITY OK)
OK
01/07/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
01/07/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OKLAHOMA CITY OK)
IA
Issued 11/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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