Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Besselman is an investment advisor representative with Kestra Advisory Services, LLC, working in Baton Rouge, Louisiana and Austin, Texas. Thomas has over 24 years of experience in the financial services industry, specializing in financial planning, pension consulting, and portfolio management for individuals and businesses. Thomas has a strong track record of success in helping clients achieve their financial goals. His expertise includes retirement planning, investment management, and insurance. Thomas is committed to providing personalized financial advice that is tailored to each client's unique needs. He is also committed to building long-term relationships with his clients based on trust and integrity.
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.
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
07/27/2023 - Present
Kestra Advisory Services, LLC (BATON ROUGE LA)
LA
07/16/2001 - 01/09/2013
VSR FINANCIAL SERVICES, INC. (BATON ROUGE LA)
NJ
04/03/1998 - 07/27/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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