Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Earle Thompson is a financial advisor with Fidelity Personal And Workplace Advisors. Logan has been working in the financial services industry for over 2 years. Logan has a Series 63, Series 66, Series 7TO, and Series 9 and Series 10 licenses. Logan is registered with the state of Texas as a Broker/Dealer and Investment Advisor Representative. Logan specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and corporations.
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.
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
TX
09/06/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
07/27/2020 - 05/05/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 05/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Logan Thompson is the right advisor for you? Invested Better is here to help.
