Unclaimed
Thomas Allam has been in the financial industry since January 1981. Thomas is currently registered with Equitable Advisors, LLC and holds the Series 6, Series 22, Series 63, and SIE licenses. Thomas is a licensed securities professional in Georgia, Michigan, Ohio, Texas, and Washington. Thomas has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Thomas specializes in a variety of services, including financial planning, portfolio management, and selection of other advisors. Thomas has been working with Equitable Advisors, LLC since January 1981. Previously, Thomas was employed by The Equitable Life Assurance Society of the United States in New York, NY.
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.
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MI
01/19/1981 - Present
Equitable Advisors, LLC (SHELBY TOWNSHIP MI)
NY
01/19/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 12/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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