Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Morin is a financial advisor with Equity Services, Inc. Thomas is also an agent for National Life. Thomas has been in the financial services industry since September 2020. Thomas holds a Series 7, Series 66, and SIE license and is registered in 14 states. Thomas specializes in financial planning and investment management.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
09/24/2020 - Present
Equity Services, Inc. (CHICAGO IL)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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