Unclaimed
Michael Robert Thomas is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, and has been in the industry since April 20, 2003. Michael has been registered with TIAA-CREF Individual & Institutional Services, LLC since October 18, 2013. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Michael worked at GWFS Equities, Inc., Jackson National Life Distributors LLC, MetLife Securities Inc. and New England Securities. Michael holds Series 6, Series 26, Series 63, and SIE licenses. Michael is registered in Colorado and Maine.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
10/18/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
04/11/2011 - 09/18/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/03/2006 - 01/24/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
MA
07/10/2000 - 12/20/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/10/2000 - 12/20/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
03/26/1997 - 12/16/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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