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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 Lyons Thomas is an Investment Advisor Representative with Global Retirement Partners LLC. Michael has been in the industry for over 29 years. Michael has passed the Series 7, Series 26, Series 63, and Series 65 exams. Michael has worked at several firms including Principal Securities, Inc., TIAA-CREF Individual & Institutional Services, LLC, Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc. Michael specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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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NC
09/03/2019 - Present
Global Retirement Partners LLC (Cornelius NC)
NC
02/26/2018 - 06/20/2018
PRINCIPAL SECURITIES, INC. (Charlotte NC)
NC
10/29/2014 - 12/31/2017
PRINCIPAL SECURITIES, INC. (Charlotte NC)
NC
05/07/2012 - 05/01/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
02/29/2008 - 07/01/2010
WELLS FARGO ADVISORS, LLC (DAVIDSON NC)
NC
08/17/2001 - 03/13/2008
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
MO
10/01/1999 - 08/28/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/10/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 01/31/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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