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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bakamus is an investment advisor representative and a Registered Representative with Merit Financial Advisors. Thomas has been in the financial industry for over 13 years. Thomas has a broad range of experience, having worked with several firms including LPL Financial LLC, Umpqua Investments, Inc., and Russell Investments Financial Services, LLC. Thomas currently holds a Series 66 and Series 7 license. Thomas is also registered with the state of Washington as an Investment Advisor Representative. In addition to providing investment advice through Merit Financial Group, LLC, Thomas also provides insurance advice based on the needs of the client(s).
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.
Consulting fees
1
2
GA
10/03/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
05/25/2021 - 08/16/2024
LPL FINANCIAL LLC (ISSAQUAH WA)
WA
03/21/2019 - 01/22/2020
UMPQUA INVESTMENTS, INC. (SEATTLE WA)
CT
04/28/2014 - 03/22/2019
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (Madison CT)
WA
08/09/2010 - 04/17/2014
CAPITAL ONE SHAREBUILDER, INC. (SEATTLE WA)
BOTH
Issued 06/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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