Unclaimed
Thomas Boyd has over 48 years of experience in the financial services industry. Thomas is currently registered with MML Investors Services, LLC and is licensed in 8 states. Thomas has worked for several firms in the past, including THE O.N. EQUITY SALES COMPANY and MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. Thomas holds licenses for Series 1, 63, 7TO, and SIE. Thomas' areas of specialization include providing Financial Planning, Portfolio Management for Individuals, and Portfolio Management for 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.
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
TN
01/09/2023 - Present
MML Investors Services, LLC (CHATTANOOGA TN)
TN
03/04/1983 - 12/19/2022
THE O.N. EQUITY SALES COMPANY (CHATTANOOGA TN)
NA
07/02/1974 - 01/31/1982
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 06/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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