Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Westmoreland is an investment advisor representative with MML Investors Services, LLC. He has been in the financial industry since 1992 and has a range of experience in providing financial planning, portfolio management, and investment advice. He is registered to offer investment advice in Delaware, District of Columbia, Florida, Maryland, New Mexico, North Carolina, Pennsylvania, Utah, Virginia and West Virginia. Thomas is also a licensed insurance agent in Virginia. His previous experience includes roles at MSI Financial Services, Inc. and Metropolitan Life Insurance Company.
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 programs
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.
Solicitors fees
1
2
VA
03/25/2017 - Present
MML Investors Services, LLC (ALEXANDRIA VA)
MD
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NJ
01/16/1992 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 12/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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