Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Austin Blakeley is a financial advisor registered with Wells Fargo Clearing Services, LLC. Thomas has been in the financial services industry for over 14 years. Thomas is also registered in Texas. Thomas holds Series 6, 7, 63 and 65 licenses. In addition to their current role, Thomas previously worked at Farmers Financial Solutions, LLC, Edward Jones, Citigroup Global Markets Inc. and CUE.
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.
Investment consulting services to institutional clients
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.
1
2
CA
11/14/2024 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
10/20/2008 - 12/31/2011
FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)
MO
05/10/2005 - 09/07/2005
EDWARD JONES (ST. LOUIS MO)
NY
02/14/2003 - 05/26/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
AZ
04/04/2002 - 11/20/2002
CUE (PHOENIX AZ)
IA
Issued 12/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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