Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas A Trost is a financial advisor with LPL Financial LLC. Thomas has been in the financial services industry since August 22, 2010. Thomas is registered with FINRA and is a Certified Financial Planner. Thomas also works with CUNA Brokerage Services, Inc., Trustmont Financial Group, Inc., and Chase Investment Services Corp. Thomas is licensed in Arizona, California, Florida, Illinois, Indiana, Iowa, Maryland, Michigan, Minnesota, New York, Ohio, South Carolina, Texas, Utah, Virginia, and Wisconsin.
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.
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2
IL
08/20/2024 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
03/22/2016 - 11/25/2019
CUNA BROKERAGE SERVICES, INC. (Wheaton IL)
IL
08/26/2011 - 07/31/2013
TRUSTMONT FINANCIAL GROUP, INC. (BARTLETT IL)
IL
05/07/2010 - 08/12/2011
CHASE INVESTMENT SERVICES CORP. (ELK GROVE VILLAGE IL)
BC
Issued 04/01/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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