Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Craig Cherington is a financial advisor with over 40 years of experience in the industry. Thomas is currently registered with LPL Financial LLC in Illinois and Texas. Thomas has a strong background in securities and investments and has held previous positions with BATES SECURITIES, INC., IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION, and IDS/AMERICAN EXPRESS INC. Thomas has passed the Series 1, 6, 7, 63, 65, 22, and SIE exams. Thomas provides financial planning, investment advice, and consulting to 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
11/02/2023 - Present
LPL Financial LLC (QUINCY IL)
IL
04/03/1985 - 11/02/2023
BATES SECURITIES, INC. (QUINCY IL)
NA
02/04/1980 - 05/15/1984
IDS LIFE INSURANCE COMPANY
NA
02/04/1980 - 05/15/1984
IDS MARKETING CORPORATION
NA
02/04/1980 - 05/15/1984
IDS/AMERICAN EXPRESS INC.
IA
Issued 06/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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