Unclaimed
Henry Briscoe Thomas has been working in the financial services industry since 1983. Henry is registered with Equitable Advisors, LLC and has offices in Towson, MD and Vero Beach, FL. Henry has a wide range of experience, having worked with multiple firms in the past, including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and The Equitable Life Assurance Society of the United States. Henry is also licensed to offer insurance products through various insurance providers. Henry has a strong commitment to providing financial planning and investment advice to individuals, families, and businesses. Henry is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
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
MD
04/19/2017 - Present
Equitable Advisors, LLC (TOWSON MD)
MD
02/19/1997 - 09/27/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (BALTIMORE MD)
IN
04/08/1991 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
10/17/1983 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/08/1991 - 06/23/1994
LINCOLN FINANCIAL ADVISORS CORPORATION
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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