Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Bloomer is a financial professional with over 17 years of experience in the financial services industry. Thomas is currently registered with Columbia Management Investment Advisers, LLC as an investment advisor representative. Thomas also has previous registrations with Franklin Distributors, LLC, Russell Financial Services, Inc., MFS Fund Distributors, Inc., and T. Rowe Price Investment Services, Inc. Thomas holds the Series 6, 7, 63, 65, and 66 licenses and the SIE designation. Thomas's specialties include investment advisory services for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
04/06/2022 - Present
Columbia Management Investment Advisers, LLC (Lutherville MD)
MD
10/27/2014 - 10/06/2021
FRANKLIN DISTRIBUTORS, LLC (BALTIMORE MD)
WA
01/20/2010 - 10/29/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
AZ
07/20/2009 - 01/19/2010
MFS FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NC
02/16/2005 - 05/12/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
MD
05/27/2004 - 01/18/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 02/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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