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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Louis Thomas is a financial advisor with over 30 years of experience in the financial services industry. Michael currently works with Choreo, LLC based in Rockford, IL. Michael is licensed to provide financial advice in Iowa and Texas. Michael has a wide range of experience, including working with insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Michael specializes in providing financial planning, pension consulting, investment review and reporting of non-managed assets, and retirement plan services to plans.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
IL
01/14/2009 - Present
Choreo, LLC (ROCKFORD IL)
IA
07/30/2002 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (CEDAR RAPIDS IA)
NY
01/17/1986 - 06/01/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/16/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
10/29/1984 - 02/20/1985
N.I.S. FINANCIAL SERVICES, INC.
IA
Issued 05/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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