Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas is a financial advisor with Commonwealth Financial Network. Michael has been in the industry since 1997 and has a wide range of experience in providing financial advice to individuals, corporations, and charitable organizations. Michael is registered to provide financial advice in 24 states and is a licensed investment advisor representative in Montana.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MT
08/10/2022 - Present
Commonwealth Financial Network (Hamilton MT)
MT
01/02/2009 - 08/15/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Hamilton MT)
WA
07/07/2000 - 12/31/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (OAK HARBOR WA)
PA
02/27/1998 - 07/06/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
02/24/1997 - 02/26/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 02/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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