Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Steven Thomson is an investment advisor representative at Edelman Financial Engines in FEDERAL WAY, WA. Norman is registered with the state of Texas as an Investment Adviser Representative and the state of Washington as an Investment Adviser Representative. Norman has worked in the financial services industry since 1997 and has experience with Symetra Investment Services, Inc., Charles Schwab & Co., Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Norman has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the General Securities Representative Examination.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
11/30/2016 - Present
Edelman Financial Engines (FEDERAL WAY WA)
WA
11/29/2004 - 08/08/2007
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
TX
10/26/1998 - 08/06/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
02/20/1998 - 07/15/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/20/1998 - 07/15/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/25/1997 - 07/29/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/25/1997 - 07/29/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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