Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Hamlin is a financial advisor in PORTLAND, OR. Thomas has been working in the financial industry for over 30 years. Thomas is registered with FINRA as a general securities representative and an investment company products/variable contracts representative. He is also registered as an investment advisor representative in CA and OR. Thomas has his Series 6, 7, 14, 24, 63 and 65 licenses. Thomas has a proven track record of helping individuals and families achieve their financial goals. He specializes in financial planning, portfolio management, and retirement planning. Thomas is a fiduciary and is committed to putting his clients' interests first. Thomas is affiliated with Somerset Wealth Management, LLC. The firm provides a range of financial services, including financial planning, investment management, and retirement planning. Somerset Wealth Management, LLC is a fee-only firm, which means that it does not receive commissions or other incentives for selling financial products. This allows Thomas to provide unbiased advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OR
09/27/2022 - Present
Somerset Wealth Management, LLC (PORTLAND OR)
OR
05/02/1997 - 11/09/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
NY
11/02/1994 - 05/30/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AZ
01/06/1993 - 11/15/1994
SPELMAN & CO., INC. (PHOENIX AZ)
GA
01/24/1992 - 12/31/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 02/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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