Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Alan Lake is a financial professional with over 1 year of experience in the financial services industry. Thomas is currently registered with PFS Investments Inc. in CROFTON, MD. Previously, Thomas was associated with NYLIFE SECURITIES LLC. Thomas holds the Series 6TO and SIE licenses. Thomas is registered with the state of Maryland.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
09/03/2024 - Present
PFS Investments Inc. (CROFTON MD)
MD
01/25/2024 - 07/23/2024
NYLIFE SECURITIES LLC (TIMONIUM MD)
BC
Issued 01/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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