Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Ely is a financial advisor with over 40 years of experience in the industry. Thomas has been registered with Planmember Securities Corp. since 2024. Prior to that, Thomas worked for several firms, including Great American Advisors, Inc., PMG Securities Corporation, Washington Square Securities, Inc., and Aragon Financial Services, Inc. Thomas is also a licensed insurance agent and holds a Chartered Financial Consultant designation.
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.
Provides investment supervisory 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
VA
11/13/2024 - Present
Planmember Securities Corp. (Wytheville VA)
VA
02/15/2005 - 07/01/2010
GREAT AMERICAN ADVISORS, INC. (WYTHEVILLE VA)
IL
01/02/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CT
02/11/2000 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
09/03/1996 - 02/09/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
02/22/1989 - 09/06/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/22/1988 - 04/25/1989
SOURCE SECURITIES, INC.
CT
06/19/1983 - 05/02/1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
05/15/1987 - 03/08/1988
SECURITIES NETWORK, INC.
NA
09/25/1985 - 05/15/1987
UAN INVESTMENT CORP.
NA
08/24/1983 - 09/25/1985
FINANCIAL NETWORK INVESTMENT CORPORATION
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1979
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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