Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Shankland is an Investment Advisor Representative at Harvest Investment Services, LLC. Thomas has been in the financial services industry since 1981 and has a wide range of experience. Thomas is registered with the state of Indiana and Texas. He is also a Certified Estate Planner and Chartered Financial Consultant. Thomas specializes in providing financial planning, investment management, and estate planning services to individuals and families.
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.
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.
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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2
IL
05/11/2023 - Present
Harvest Investment Services, LLC (OAKBROOK TERRACE IL)
IL
07/16/1997 - 07/06/2017
PROEQUITIES, INC. (SHOREWOOD IL)
FL
02/20/1990 - 07/16/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
05/26/1989 - 02/20/1990
LEADERTECH SECURITIES, INC.
CT
12/24/1987 - 05/15/1989
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
IA
Issued 03/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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