Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Webre is a financial advisor currently registered with First Horizon Advisors, Inc. based in Lafayette, Louisiana. Thomas has been working in the financial services industry since April 24, 2001. He is licensed in Louisiana and Texas, and holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam. Thomas has been affiliated with First Horizon Advisors, Inc. since January 2021. Prior to this role, Thomas was affiliated with INFINEX INVESTMENTS, INC. and ESSEX NATIONAL SECURITIES, LLC, among others. He works with individuals, high-net-worth individuals, businesses, pension plans, charitable organizations, and insurance companies. The financial advisor provides financial planning and portfolio management services.
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.
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
LA
01/25/2021 - Present
First Horizon Advisors, Inc. (Lafayette LA)
LA
07/01/2016 - 01/22/2021
INFINEX INVESTMENTS, INC. (Lafayette LA)
LA
11/07/2007 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Lafayette LA)
LA
12/16/2004 - 11/08/2007
PROEQUITIES, INC. (LAFAYETTE LA)
LA
04/02/2001 - 11/23/2004
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BOTH
Issued 09/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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