Unclaimed
Nora Mankaryos Thomas is a financial advisor with over 20 years of experience in the financial services industry. Nora is currently registered with LPL Financial LLC. Before joining LPL Financial LLC, Nora was employed at Waddell & Reed and Evergreen Investment Services, Inc. Nora holds the Series 7 and Series 66 licenses and the SIE exam. Nora is registered to provide investment advice in 13 states. Nora specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Nora is a member of the financial services community and is committed to providing clients with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
07/21/2021 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
06/25/2010 - 07/21/2021
WADDELL & REED (CHARLOTTE NC)
NC
01/20/2004 - 11/20/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
12/12/2001 - 12/03/2003
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
BOTH
Issued 08/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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