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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 Callaway is a financial advisor who has been in the industry since 1994. He is currently registered with Ameriprise Financial Services, LLC and holds Series 63, Series 7, Series 24 and SIE licenses. His previous experience includes working with Raymond James Financial Services, Inc. Thomas specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, and educational seminars. His experience spans over 29 years, and he currently works with a wide range of clients including individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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TX
01/20/2012 - Present
Ameriprise Financial Services, LLC (PARIS TX)
TX
01/12/1994 - 01/26/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (PARIS TX)
BC
Issued 01/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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