Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Maxey is a financial advisor with over 35 years of experience in the industry. Thomas is registered with Lincoln Investment and Capital Analysts. Thomas's professional background includes working for Great American Advisors, Inc. and Jefferson Pilot Securities Corporation. Thomas is licensed to provide securities and investment advisory services in many states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
10/20/2021 - Present
Lincoln Investment (Farmington Hills MI)
MI
07/02/2002 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (SOUTHFIELD MI)
IN
12/13/1985 - 07/03/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 02/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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