Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paulding Thomas is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with IP Financial Advisory Services LLC. Michael holds both Series 6 and 63 securities licenses, as well as the Series 26 and 65 licenses. Michael has worked with a variety of firms in the past including Parsonex Securities, Inc., CCF Investments, Inc., and PFS Investments, Inc. Michael has a strong track record of helping clients achieve their financial goals.
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.
Consulting services to qualified retirement 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.
Recurring fees
1
2
CA
09/01/2021 - Present
IP Financial Advisory Services LLC (Mission Viejo CA)
CA
12/14/2007 - 02/10/2021
PARSONEX SECURITIES, INC. (ORANGE CA)
CA
11/06/2006 - 07/23/2007
C C F INVESTMENTS, INC. (ORANGE CA)
CA
05/02/1995 - 10/24/2006
PFS INVESTMENTS INC. (ORANGE CA)
GA
05/21/1992 - 12/31/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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