Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Allen Schmidt is a financial professional with over 25 years of experience in the industry. Thomas is currently registered with MML Investors Services, LLC in Oklahoma City, Oklahoma. Prior to joining MML Investors Services, LLC, Thomas was registered with ONEAMERICA SECURITIES, INC. Thomas has a strong background in investment company products and variable contracts, as evidenced by the Series 6 and SIE licenses Thomas holds. Thomas also holds the Series 63 license and is registered in Colorado, Kansas, Louisiana, and Oklahoma.
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
OK
01/26/2010 - Present
MML Investors Services, LLC (OKLAHOMA CITY OK)
OK
09/30/1998 - 12/19/2009
ONEAMERICA SECURITIES, INC. (OKLAHOMA CITY OK)
IN
09/30/1998 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MA
08/02/1988 - 09/03/1991
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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