Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Thomson is a financial professional with over 23 years of experience in the industry. Robert is currently registered with MFS Institutional Advisors Inc. and holds licenses including Series 6, 7TO, 63 and 65. Previously, Robert was employed by MMA Securities LLC, VOYA INVESTMENTS DISTRIBUTOR, LLC, TRANSAMERICA INVESTORS SECURITIES CORPORATION, HARTFORD SECURITIES DISTRIBUTION COMPANY, INC., MFS FUND DISTRIBUTORS, INC., FINANCIAL TELESIS INC, AMERICAN SKANDIA MARKETING, INC. and MFS FINANCIAL SERVICES, INC.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
05/24/2023 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
04/25/2019 - 04/18/2022
MMA SECURITIES LLC (Boston MA)
CT
02/03/2015 - 01/02/2018
VOYA INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
MA
09/13/2012 - 01/06/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NEEDHAM MA)
MA
02/29/2008 - 05/14/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BOSTON MA)
MA
11/24/2005 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CA
06/21/2004 - 02/02/2005
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CT
07/16/1998 - 07/10/2002
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MA
12/06/1994 - 10/03/1997
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
12/17/1993 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 08/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Thomson is the right advisor for you? Invested Better is here to help.
