Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe McKee Thomson has been in the financial services industry since 1980. Joe is a financial advisor with Pacer Advisors, Inc. and is registered with 44 states and the District of Columbia. Joe is a Certified Financial Planner and a Chartered Financial Consultant. Previously, Joe was employed by Hartford Equity Sales Company Inc. and Planco Financial Services, Inc.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/29/2006 - Present
Pacer Advisors, Inc. (MALVERN PA)
CT
04/27/2001 - 03/08/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
11/03/1980 - 04/27/2001
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NA
06/19/1982 - 02/27/1987
THE GREAT-WEST LIFE ASSURANCE COMPANY
BC
Issued 02/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/29/1979
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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