Unclaimed
Thomas Coil is an investment advisor representative at Oneamerica Securities, Inc., based in Cottonwood Heights, UT. Thomas has been in the financial services industry for over 30 years and holds licenses to provide investment advice in several states, including California, Colorado and Utah. Thomas has experience in providing financial planning, portfolio management, pension consulting and educational seminars. Thomas has held previous positions with several other firms, including SCF Securities, Inc., United Securities Alliance, Inc., World Group Securities, Inc. and WMA Securities, Inc.
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.
1
2
UT
09/29/2020 - Present
Oneamerica Securities, Inc. (Cottonwood Heights UT)
UT
02/18/2003 - 11/24/2008
SCF SECURITIES, INC. (MURRAY UT)
CO
08/29/2002 - 02/18/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
04/12/2002 - 08/22/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
12/14/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
05/29/1997 - 12/07/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
01/04/1997 - 05/28/1997
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MA
02/03/1995 - 12/31/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/03/1995 - 12/31/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
01/04/1990 - 02/02/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/28/1989 - 12/07/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/28/1989 - 12/07/1989
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
12/01/1988 - 04/14/1989
NYLIFE SECURITIES INC.
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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