Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Thomas has been a registered representative for over 38 years. Michael is affiliated with MML Investors Services, LLC in the Scottsdale, AZ branch office. Michael also has over 38 years of experience in the securities industry. Previous affiliations include MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Michael holds several licenses including Series 6, Series 7, Series 24 and Series 63. Michael also has a designation of Chartered Financial Consultant. Michael works with a range of clients including high-net-worth individuals, corporations, and pension plans. Michael offers advisory services including financial planning, asset allocation programs, educational seminars and portfolio management.
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
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2
AZ
07/15/2020 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
05/04/1988 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
10/01/2014 - 01/02/2015
NEW ENGLAND SECURITIES (TEMPE AZ)
IL
05/13/1983 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ITASCA IL)
BC
Issued 12/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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