Unclaimed
Gregory Blair Thomas is an investment advisor representative with MML Investors Services, LLC. Gregory has been in the financial services industry since 1996 and is registered in Colorado and Texas. Gregory is also a registered investment advisor in Colorado and Texas. Gregory has a wide range of experience in the industry and has worked with a variety of clients, including individuals, families, businesses, and institutions. Gregory is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
CO
08/17/2009 - Present
MML Investors Services, LLC (DENVER CO)
IN
01/11/2001 - 10/31/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/11/2001 - 10/31/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
08/27/1997 - 12/22/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
04/10/1996 - 08/15/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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