Unclaimed
Thomas Perks is a financial professional with over 17 years of experience in the industry. Thomas is currently registered with Vanguard Marketing Corp. and holds a Series 6, Series 63 and SIE license. Thomas Perks is licensed to provide investment advice in 53 states and the District of Columbia.
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.
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.
1
2
PA
05/30/2005 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 06/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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