Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Evans is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since 2007. Thomas has a Series 66, Series 7, and SIE license and is registered in 21 states. Thomas has experience with Blackrock Investments, LLC and Calamos Financial Services LLC. Wells Fargo Clearing Services, LLC is a large firm with $10 billion to $50 billion in assets under management. The firm provides investment consulting services to institutional clients as well as financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
10/08/2024 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
06/28/2018 - 03/16/2023
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
07/02/2014 - 07/12/2016
BLACKROCK INVESTMENTS, LLC (CHICAGO IL)
IL
11/05/2007 - 07/02/2014
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
BOTH
Issued 12/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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