Unclaimed
Thomas Reynolds is a financial advisor with Wealth Management Group, LLC. Thomas has over 40 years of experience in the financial services industry, focusing on individual and institutional clients. Thomas provides financial planning, portfolio management, and pension consulting services. Thomas also holds the Certified Financial Planner designation and is registered as a Registered Representative in Illinois and Texas.
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.
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.
1
2
IL
10/18/2024 - Present
Wealth Management Group, LLC (INVERNESS IL)
IL
10/03/2002 - 03/30/2023
SECURITIES AMERICA, INC. (OAK BROOK IL)
IL
12/22/1982 - 10/01/2002
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
NE
01/31/1997 - 03/03/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 04/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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