Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bertrand Snow is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with LPL Financial LLC and has been with the firm since 2007. Prior to that, Thomas was employed by Mutual Service Corporation and VeraVest Investments, Inc.. Thomas is licensed to provide investment advice in several states, including Arizona, Colorado, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, North Carolina, and South Carolina. Thomas is also registered with FINRA and holds the Series 6, Series 63 and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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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ME
08/02/2007 - Present
LPL Financial LLC (PORTLAND ME)
ME
11/12/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (SOUTH PORTLAND ME)
MA
08/09/1994 - 11/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 08/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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