Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Wayne Thomas is a financial advisor with Planmember Securities Corp. based in Diana, TX. Fred has been in the financial services industry since 2003 and has been registered with Planmember Securities Corp. since 2013. Fred has a Series 6, Series 63, and SIE licenses and is also a Chartered Financial Consultant. Fred's previous employers include VERITRUST FINANCIAL, LLC, USALLIANZ SECURITIES, INC., and WOODBURY FINANCIAL SERVICES, INC.. Fred specializes in providing investment advisory services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and corporations. Fred offers financial planning, portfolio management, educational seminars, and selection of other advisors.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/07/2013 - Present
Planmember Securities Corp. (DIANA TX)
TX
10/26/2006 - 10/07/2013
VERITRUST FINANCIAL, LLC (DIANA TX)
TX
06/27/2006 - 11/07/2006
USALLIANZ SECURITIES, INC. (DIANA TX)
MN
03/25/2004 - 04/29/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
01/27/2003 - 12/31/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TX
05/16/2001 - 04/09/2002
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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